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MISSION WEALTH MANAGEMENT, LP: KEYS position timeline

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

MISSION WEALTH MANAGEMENT, LP held 19,318 KEYS 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 19,318 shares
    Change vs previous 13F +1,340 shares

    0.08% of the 13F portfolio, value $6,762,663.

    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 17,978 shares
    Change vs previous 13F -551 shares

    0.11% of the 13F portfolio, value $5,076,583.

    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 18,529 shares
    Change vs previous 13F -422 shares

    0.08% of the 13F portfolio, value $3,765,001.

    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 18,951 shares
    Change vs previous 13F -928 shares

    0.07% of the 13F portfolio, value $3,314,967.

    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 19,879 shares
    Change vs previous 13F +17 shares

    0.07% of the 13F portfolio, value $3,257,427.

    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 19,862 shares
    Change vs previous 13F -105 shares

    0.07% of the 13F portfolio, value $2,974,781.

    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 19,967 shares
    Change vs previous 13F -1,068 shares

    0.08% of the 13F portfolio, value $3,207,255.

    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 21,035 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,343,049.

    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).