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MISSION WEALTH MANAGEMENT, LP: IEFA position timeline

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

MISSION WEALTH MANAGEMENT, LP held 1,800,023 IEFA 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 1,800,023 shares
    Change vs previous 13F +260,492 shares

    2.17% of the 13F portfolio, value $173,846,217.

    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 1,539,531 shares
    Change vs previous 13F -1,738,032 shares

    2.92% of the 13F portfolio, value $139,373,737.

    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 3,277,563 shares
    Change vs previous 13F -1,268,847 shares

    5.97% of the 13F portfolio, value $293,210,803.

    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 4,546,410 shares
    Change vs previous 13F +102,370 shares

    8.12% of the 13F portfolio, value $396,947,030.

    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 4,444,040 shares
    Change vs previous 13F +247,335 shares

    8.09% of the 13F portfolio, value $370,988,435.

    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 4,196,705 shares
    Change vs previous 13F +302,306 shares

    7.97% of the 13F portfolio, value $317,480,758.

    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 3,894,399 shares
    Change vs previous 13F +282,265 shares

    6.51% of the 13F portfolio, value $273,698,328.

    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 3,612,134 shares
    Change vs previous 13F not available

    6.97% of the 13F portfolio, value $281,927,073.

    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).