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MISSION WEALTH MANAGEMENT, LP: CRM position timeline

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

MISSION WEALTH MANAGEMENT, LP held 17,471 CRM 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 17,471 shares
    Change vs previous 13F +3,913 shares

    0.03% of the 13F portfolio, value $2,736,992.

    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 13,558 shares
    Change vs previous 13F -1,337 shares

    0.05% of the 13F portfolio, value $2,530,899.

    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 14,895 shares
    Change vs previous 13F -2,535 shares

    0.08% of the 13F portfolio, value $3,945,846.

    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 17,430 shares
    Change vs previous 13F -6,916 shares

    0.08% of the 13F portfolio, value $4,130,838.

    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 24,346 shares
    Change vs previous 13F -119 shares

    0.14% of the 13F portfolio, value $6,638,775.

    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 24,465 shares
    Change vs previous 13F +434 shares

    0.16% of the 13F portfolio, value $6,565,413.

    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 24,031 shares
    Change vs previous 13F +4,457 shares

    0.19% of the 13F portfolio, value $8,034,152.

    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 19,574 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,357,531.

    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).