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MISSION WEALTH MANAGEMENT, LP: CHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on CHD, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 13,652 CHD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,652 shares
    Change vs previous 13F +839 shares

    0.02% of the 13F portfolio, value $1,322,586.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 12,813 shares
    Change vs previous 13F -610 shares

    0.03% of the 13F portfolio, value $1,195,687.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,423 shares
    Change vs previous 13F -3,383 shares

    0.02% of the 13F portfolio, value $1,125,499.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,806 shares
    Change vs previous 13F -350 shares

    0.03% of the 13F portfolio, value $1,472,689.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,156 shares
    Change vs previous 13F -17 shares

    0.04% of the 13F portfolio, value $1,648,840.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,173 shares
    Change vs previous 13F +5,155 shares

    0.05% of the 13F portfolio, value $1,890,606.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 12,018 shares
    Change vs previous 13F -1,968 shares

    0.03% of the 13F portfolio, value $1,258,434.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,986 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,464,613.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).