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MISSION WEALTH MANAGEMENT, LP: ESGD position timeline

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

MISSION WEALTH MANAGEMENT, LP held 492,111 ESGD 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 492,111 shares
    Change vs previous 13F +53,109 shares

    0.63% of the 13F portfolio, value $50,593,923.

    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 439,002 shares
    Change vs previous 13F +7,220 shares

    0.88% of the 13F portfolio, value $41,977,380.

    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 431,782 shares
    Change vs previous 13F +10,254 shares

    0.84% of the 13F portfolio, value $41,058,153.

    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 421,528 shares
    Change vs previous 13F +5,769 shares

    0.8% of the 13F portfolio, value $39,193,680.

    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 415,759 shares
    Change vs previous 13F -11,181 shares

    0.81% of the 13F portfolio, value $37,093,976.

    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 426,940 shares
    Change vs previous 13F +45,474 shares

    0.88% of the 13F portfolio, value $34,876,764.

    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 381,466 shares
    Change vs previous 13F +11,108 shares

    0.69% of the 13F portfolio, value $29,044,850.

    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 370,358 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $31,172,996.

    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).