Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: DECK position timeline

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

MISSION WEALTH MANAGEMENT, LP held 18,258 DECK 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 18,258 shares
    Change vs previous 13F +2,376 shares

    0.02% of the 13F portfolio, value $1,812,812.

    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 15,882 shares
    Change vs previous 13F +184 shares

    0.03% of the 13F portfolio, value $1,589,630.

    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 15,698 shares
    Change vs previous 13F +289 shares

    0.03% of the 13F portfolio, value $1,627,377.

    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 15,409 shares
    Change vs previous 13F -526 shares

    0.03% of the 13F portfolio, value $1,562,060.

    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 15,935 shares
    Change vs previous 13F +439 shares

    0.04% of the 13F portfolio, value $1,642,471.

    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 15,496 shares
    Change vs previous 13F -134 shares

    0.04% of the 13F portfolio, value $1,732,662.

    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 15,630 shares
    Change vs previous 13F -3,337 shares

    0.08% of the 13F portfolio, value $3,174,395.

    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 18,967 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,024,365.

    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).