Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: IBIT position timeline

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

MISSION WEALTH MANAGEMENT, LP held 135,123 IBIT 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 135,123 shares
    Change vs previous 13F +35,961 shares

    0.06% of the 13F portfolio, value $4,498,242.

    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 99,162 shares
    Change vs previous 13F -3,772 shares

    0.08% of the 13F portfolio, value $3,809,796.

    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 102,934 shares
    Change vs previous 13F +28,202 shares

    0.1% of the 13F portfolio, value $5,110,671.

    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 74,732 shares
    Change vs previous 13F +11,039 shares

    0.1% of the 13F portfolio, value $4,857,580.

    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 63,693 shares
    Change vs previous 13F +8,716 shares

    0.09% of the 13F portfolio, value $3,898,676.

    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 54,977 shares
    Change vs previous 13F +49,172 shares

    0.06% of the 13F portfolio, value $2,573,455.

    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 5,805 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $307,937.

    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).