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MISSION WEALTH MANAGEMENT, LP: DE position timeline

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

MISSION WEALTH MANAGEMENT, LP held 20,652 DE 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 20,652 shares
    Change vs previous 13F +15,759 shares

    0.16% of the 13F portfolio, value $13,100,014.

    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 4,893 shares
    Change vs previous 13F -34 shares

    0.06% of the 13F portfolio, value $2,756,428.

    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 4,927 shares
    Change vs previous 13F -19 shares

    0.05% of the 13F portfolio, value $2,293,990.

    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 4,946 shares
    Change vs previous 13F -21 shares

    0.05% of the 13F portfolio, value $2,261,672.

    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 4,967 shares
    Change vs previous 13F -239 shares

    0.06% of the 13F portfolio, value $2,525,496.

    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 5,206 shares
    Change vs previous 13F +373 shares

    0.06% of the 13F portfolio, value $2,443,440.

    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 4,833 shares
    Change vs previous 13F -12 shares

    0.05% of the 13F portfolio, value $2,047,723.

    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 4,845 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,021,842.

    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).