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MISSION WEALTH MANAGEMENT, LP: COST position timeline

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

MISSION WEALTH MANAGEMENT, LP held 32,546 COST 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 32,546 shares
    Change vs previous 13F +19,372 shares

    0.38% of the 13F portfolio, value $30,445,920.

    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 13,174 shares
    Change vs previous 13F -60 shares

    0.27% of the 13F portfolio, value $13,127,175.

    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 13,234 shares
    Change vs previous 13F -2,062 shares

    0.23% of the 13F portfolio, value $11,412,302.

    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 15,296 shares
    Change vs previous 13F +73 shares

    0.29% of the 13F portfolio, value $14,158,534.

    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 15,223 shares
    Change vs previous 13F +1,149 shares

    0.33% of the 13F portfolio, value $15,069,674.

    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 14,074 shares
    Change vs previous 13F +576 shares

    0.33% of the 13F portfolio, value $13,311,041.

    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 13,498 shares
    Change vs previous 13F -726 shares

    0.29% of the 13F portfolio, value $12,367,618.

    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 14,224 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $12,610,070.

    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).