Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: ITOT position timeline

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

MISSION WEALTH MANAGEMENT, LP held 394,277 ITOT 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 394,277 shares
    Change vs previous 13F -1,268 shares

    0.81% of the 13F portfolio, value $64,767,815.

    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 395,545 shares
    Change vs previous 13F +56,436 shares

    1.18% of the 13F portfolio, value $56,337,404.

    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 339,109 shares
    Change vs previous 13F -10,302 shares

    1.03% of the 13F portfolio, value $50,422,149.

    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 349,411 shares
    Change vs previous 13F -11,724 shares

    1.04% of the 13F portfolio, value $50,891,779.

    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 361,135 shares
    Change vs previous 13F -5,092 shares

    1.06% of the 13F portfolio, value $48,767,685.

    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 366,227 shares
    Change vs previous 13F +5,487 shares

    1.12% of the 13F portfolio, value $44,683,318.

    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 360,740 shares
    Change vs previous 13F -6,370 shares

    1.1% of the 13F portfolio, value $46,398,392.

    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 367,110 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $46,116,354.

    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).