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MISSION WEALTH MANAGEMENT, LP: EW position timeline

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

MISSION WEALTH MANAGEMENT, LP held 41,891 EW 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 41,891 shares
    Change vs previous 13F -672 shares

    0.05% of the 13F portfolio, value $3,789,434.

    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 42,563 shares
    Change vs previous 13F -2,743 shares

    0.07% of the 13F portfolio, value $3,408,416.

    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 45,306 shares
    Change vs previous 13F -1,601 shares

    0.08% of the 13F portfolio, value $3,862,316.

    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 46,907 shares
    Change vs previous 13F +1,377 shares

    0.07% of the 13F portfolio, value $3,647,959.

    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 45,530 shares
    Change vs previous 13F +1,073 shares

    0.08% of the 13F portfolio, value $3,560,937.

    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 44,457 shares
    Change vs previous 13F -2,455 shares

    0.08% of the 13F portfolio, value $3,222,244.

    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 46,912 shares
    Change vs previous 13F -6,642 shares

    0.08% of the 13F portfolio, value $3,472,896.

    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 53,554 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,534,033.

    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).