MISSION WEALTH MANAGEMENT, LP: CLX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on CLX, newest first. How the timeline and the estimate are built.
MISSION WEALTH MANAGEMENT, LP held 6,461 CLX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 6,461 sharesChange vs previous 13F -185 shares
0.01% of the 13F portfolio, value $616,561.
13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,646 sharesChange vs previous 13F -126 shares
0.01% of the 13F portfolio, value $688,770.
13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,772 sharesChange vs previous 13F -434 shares
0.01% of the 13F portfolio, value $682,798.
13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,206 sharesChange vs previous 13F +395 shares
0.02% of the 13F portfolio, value $888,519.
13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,811 sharesChange vs previous 13F -842 shares
0.02% of the 13F portfolio, value $817,838.
13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,653 sharesChange vs previous 13F +268 shares
0.03% of the 13F portfolio, value $1,126,878.
13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,385 sharesChange vs previous 13F -690 shares
0.03% of the 13F portfolio, value $1,199,408.
13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,075 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,315,461.
13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).