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MISSION WEALTH MANAGEMENT, LP: EFA position timeline

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

MISSION WEALTH MANAGEMENT, LP held 70,180 EFA 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 70,180 shares
    Change vs previous 13F +10,861 shares

    0.09% of the 13F portfolio, value $7,290,260.

    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 59,319 shares
    Change vs previous 13F +2,965 shares

    0.12% of the 13F portfolio, value $5,761,606.

    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 56,354 shares
    Change vs previous 13F -675 shares

    0.11% of the 13F portfolio, value $5,411,674.

    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 57,029 shares
    Change vs previous 13F -589 shares

    0.11% of the 13F portfolio, value $5,324,843.

    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 57,618 shares
    Change vs previous 13F +128 shares

    0.11% of the 13F portfolio, value $5,150,494.

    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 57,490 shares
    Change vs previous 13F -1,813 shares

    0.12% of the 13F portfolio, value $4,698,650.

    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 59,303 shares
    Change vs previous 13F -140 shares

    0.11% of the 13F portfolio, value $4,483,892.

    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 59,443 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,971,195.

    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).