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MISSION WEALTH MANAGEMENT, LP: MA position timeline

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

MISSION WEALTH MANAGEMENT, LP held 12,666 MA 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 12,666 shares
    Change vs previous 13F +3,925 shares

    0.08% of the 13F portfolio, value $6,505,328.

    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 8,741 shares
    Change vs previous 13F -720 shares

    0.09% of the 13F portfolio, value $4,367,303.

    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 9,461 shares
    Change vs previous 13F -320 shares

    0.11% of the 13F portfolio, value $5,401,224.

    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 9,781 shares
    Change vs previous 13F -3,381 shares

    0.11% of the 13F portfolio, value $5,563,668.

    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 13,162 shares
    Change vs previous 13F -2,109 shares

    0.16% of the 13F portfolio, value $7,396,408.

    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 15,271 shares
    Change vs previous 13F +472 shares

    0.21% of the 13F portfolio, value $8,370,159.

    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 14,799 shares
    Change vs previous 13F +4,456 shares

    0.19% of the 13F portfolio, value $7,792,675.

    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 10,343 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,107,390.

    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).