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MISSION WEALTH MANAGEMENT, LP: HD position timeline

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

MISSION WEALTH MANAGEMENT, LP held 42,429 HD 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 42,429 shares
    Change vs previous 13F +3,760 shares

    0.19% of the 13F portfolio, value $14,963,756.

    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 38,669 shares
    Change vs previous 13F -1,989 shares

    0.27% of the 13F portfolio, value $12,717,757.

    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 40,658 shares
    Change vs previous 13F +1,916 shares

    0.29% of the 13F portfolio, value $13,990,319.

    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 38,742 shares
    Change vs previous 13F -362 shares

    0.32% of the 13F portfolio, value $15,697,835.

    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 39,104 shares
    Change vs previous 13F +111 shares

    0.31% of the 13F portfolio, value $14,336,964.

    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 38,993 shares
    Change vs previous 13F +3,392 shares

    0.36% of the 13F portfolio, value $14,290,468.

    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 35,601 shares
    Change vs previous 13F +745 shares

    0.33% of the 13F portfolio, value $13,848,584.

    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 34,856 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $14,123,746.

    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).