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MISSION WEALTH MANAGEMENT, LP: EFAV position timeline

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

MISSION WEALTH MANAGEMENT, LP held 4,293 EFAV 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 4,293 shares
    Change vs previous 13F +1,611 shares

    <0.01% of the 13F portfolio, value $376,563.

    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 2,682 shares
    Change vs previous 13F -47 shares

    0.01% of the 13F portfolio, value $245,055.

    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 2,729 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $235,377.

    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 2,729 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $231,502.

    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 2,755 shares
    Change vs previous 13F +24 shares

    0.01% of the 13F portfolio, value $231,586.

    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 2,731 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $212,800.

    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).