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MISSION WEALTH MANAGEMENT, LP: ESGV position timeline

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

MISSION WEALTH MANAGEMENT, LP held 48,546 ESGV 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 48,546 shares
    Change vs previous 13F +23,718 shares

    0.08% of the 13F portfolio, value $6,419,778.

    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 24,828 shares
    Change vs previous 13F -7,904 shares

    0.06% of the 13F portfolio, value $2,787,483.

    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 32,732 shares
    Change vs previous 13F +6,015 shares

    0.08% of the 13F portfolio, value $3,959,207.

    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 26,717 shares
    Change vs previous 13F +226 shares

    0.06% of the 13F portfolio, value $3,164,314.

    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 26,491 shares
    Change vs previous 13F +9,406 shares

    0.06% of the 13F portfolio, value $2,904,509.

    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 17,085 shares
    Change vs previous 13F -96 shares

    0.04% of the 13F portfolio, value $1,673,476.

    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 17,181 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,802,116.

    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 17,181 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,746,449.

    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).