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MISSION WEALTH MANAGEMENT, LP: ESGE position timeline

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

MISSION WEALTH MANAGEMENT, LP held 622,173 ESGE 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 622,173 shares
    Change vs previous 13F +36,383 shares

    0.42% of the 13F portfolio, value $34,026,640.

    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 585,790 shares
    Change vs previous 13F -13,874 shares

    0.56% of the 13F portfolio, value $26,635,876.

    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 599,664 shares
    Change vs previous 13F -18,920 shares

    0.54% of the 13F portfolio, value $26,487,156.

    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 618,584 shares
    Change vs previous 13F -3,016 shares

    0.55% of the 13F portfolio, value $26,858,897.

    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 621,600 shares
    Change vs previous 13F -4,689 shares

    0.53% of the 13F portfolio, value $24,348,068.

    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 626,289 shares
    Change vs previous 13F +37,648 shares

    0.55% of the 13F portfolio, value $21,888,805.

    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 588,641 shares
    Change vs previous 13F -33,819 shares

    0.47% of the 13F portfolio, value $19,654,730.

    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 622,460 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $22,663,757.

    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).