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MISSION WEALTH MANAGEMENT, LP: FNDX position timeline

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

MISSION WEALTH MANAGEMENT, LP held 207,214 FNDX 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 207,214 shares
    Change vs previous 13F +193,680 shares

    0.08% of the 13F portfolio, value $6,444,371.

    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 13,534 shares
    Change vs previous 13F -1,003 shares

    0.01% of the 13F portfolio, value $376,926.

    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 14,537 shares
    Change vs previous 13F -9,912 shares

    0.01% of the 13F portfolio, value $395,541.

    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 24,449 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $643,002.

    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).