Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: ESGU position timeline

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

MISSION WEALTH MANAGEMENT, LP held 232,232 ESGU 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 232,232 shares
    Change vs previous 13F +9,869 shares

    0.47% of the 13F portfolio, value $38,009,486.

    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 222,363 shares
    Change vs previous 13F -2,970 shares

    0.66% of the 13F portfolio, value $31,446,629.

    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 225,333 shares
    Change vs previous 13F -4,818 shares

    0.68% of the 13F portfolio, value $33,570,052.

    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 230,151 shares
    Change vs previous 13F +385 shares

    0.69% of the 13F portfolio, value $33,510,020.

    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 229,766 shares
    Change vs previous 13F +42,277 shares

    0.68% of the 13F portfolio, value $31,087,301.

    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 187,489 shares
    Change vs previous 13F +14,792 shares

    0.57% of the 13F portfolio, value $22,856,727.

    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 172,697 shares
    Change vs previous 13F -959 shares

    0.53% of the 13F portfolio, value $22,246,793.

    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 173,656 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $21,911,902.

    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).