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MISSION WEALTH MANAGEMENT, LP: IXUS position timeline

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

MISSION WEALTH MANAGEMENT, LP held 62,155 IXUS 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 62,155 shares
    Change vs previous 13F +2,368 shares

    0.07% of the 13F portfolio, value $5,932,027.

    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 59,787 shares
    Change vs previous 13F +3,768 shares

    0.11% of the 13F portfolio, value $5,179,918.

    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 56,019 shares
    Change vs previous 13F -1,270 shares

    0.1% of the 13F portfolio, value $4,741,484.

    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 57,289 shares
    Change vs previous 13F +361 shares

    0.1% of the 13F portfolio, value $4,730,901.

    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 56,928 shares
    Change vs previous 13F +2,893 shares

    0.1% of the 13F portfolio, value $4,401,080.

    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 54,035 shares
    Change vs previous 13F +11,363 shares

    0.09% of the 13F portfolio, value $3,772,165.

    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 42,672 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,822,309.

    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).