Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: GLD position timeline

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

MISSION WEALTH MANAGEMENT, LP held 18,151 GLD 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 18,151 shares
    Change vs previous 13F +5,329 shares

    0.08% of the 13F portfolio, value $6,686,174.

    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 12,822 shares
    Change vs previous 13F +400 shares

    0.12% of the 13F portfolio, value $5,516,975.

    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 12,422 shares
    Change vs previous 13F +3,886 shares

    0.1% of the 13F portfolio, value $4,922,776.

    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 8,536 shares
    Change vs previous 13F -501 shares

    0.06% of the 13F portfolio, value $3,034,124.

    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 9,037 shares
    Change vs previous 13F +513 shares

    0.06% of the 13F portfolio, value $2,754,605.

    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 8,524 shares
    Change vs previous 13F +2,789 shares

    0.06% of the 13F portfolio, value $2,455,970.

    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 5,735 shares
    Change vs previous 13F +538 shares

    0.03% of the 13F portfolio, value $1,388,671.

    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 5,197 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,263,239.

    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).