MISSION WEALTH MANAGEMENT, LP: JPST position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on JPST, newest first. How the timeline and the estimate are built.
MISSION WEALTH MANAGEMENT, LP held 371,068 JPST shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 371,068 sharesChange vs previous 13F +365,228 shares
0.23% of the 13F portfolio, value $18,764,907.
13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,840 sharesChange vs previous 13F +362 shares
0.01% of the 13F portfolio, value $295,577.
13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,478 sharesChange vs previous 13F -6,097 shares
0.01% of the 13F portfolio, value $277,147.
13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,575 sharesChange vs previous 13F -15,918 shares
0.01% of the 13F portfolio, value $587,200.
13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,493 sharesChange vs previous 13F +8,219 shares
0.03% of the 13F portfolio, value $1,393,349.
13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,274 sharesChange vs previous 13F -6,580 shares
0.02% of the 13F portfolio, value $975,829.
13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,854 sharesChange vs previous 13F -5,346 shares
0.03% of the 13F portfolio, value $1,302,269.
13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 31,200 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,583,100.
13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).