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MISSION WEALTH MANAGEMENT, LP: JMSI position timeline

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

MISSION WEALTH MANAGEMENT, LP held 109,115 JMSI 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 109,115 shares
    Change vs previous 13F +1,670 shares

    0.07% of the 13F portfolio, value $5,503,740.

    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 107,445 shares
    Change vs previous 13F -2,170 shares

    0.11% of the 13F portfolio, value $5,345,414.

    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 109,615 shares
    Change vs previous 13F -7,870 shares

    0.11% of the 13F portfolio, value $5,522,433.

    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 117,485 shares
    Change vs previous 13F -11,515 shares

    0.12% of the 13F portfolio, value $5,900,114.

    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 129,000 shares
    Change vs previous 13F -32,780 shares

    0.14% of the 13F portfolio, value $6,375,204.

    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 161,780 shares
    Change vs previous 13F -2,977 shares

    0.2% of the 13F portfolio, value $8,056,648.

    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 164,757 shares
    Change vs previous 13F +750 shares

    0.2% of the 13F portfolio, value $8,249,385.

    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 164,007 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $8,369,268.

    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).