MISSION WEALTH MANAGEMENT, LP: FNDA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on FNDA, newest first. How the timeline and the estimate are built.
MISSION WEALTH MANAGEMENT, LP held 37,790 FNDA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 37,790 sharesChange vs previous 13F +28,216 shares
0.02% of the 13F portfolio, value $1,438,275.
13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,574 sharesChange vs previous 13F +2,368 shares
0.01% of the 13F portfolio, value $310,486.
13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,206 sharesChange vs previous 13F -31 shares
<0.01% of the 13F portfolio, value $227,054.
13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,237 sharesChange vs previous 13F -116 shares
<0.01% of the 13F portfolio, value $225,494.
13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,353 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $210,674.
13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).