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MISSION WEALTH MANAGEMENT, LP: META position timeline

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

MISSION WEALTH MANAGEMENT, LP held 56,903 META 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 56,903 shares
    Change vs previous 13F +18,223 shares

    0.4% of the 13F portfolio, value $32,052,785.

    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 38,680 shares
    Change vs previous 13F -3,031 shares

    0.46% of the 13F portfolio, value $22,129,925.

    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 41,711 shares
    Change vs previous 13F +824 shares

    0.56% of the 13F portfolio, value $27,533,042.

    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 40,887 shares
    Change vs previous 13F -945 shares

    0.61% of the 13F portfolio, value $30,026,273.

    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 41,832 shares
    Change vs previous 13F -1,352 shares

    0.67% of the 13F portfolio, value $30,875,895.

    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 43,184 shares
    Change vs previous 13F +9,032 shares

    0.62% of the 13F portfolio, value $24,889,251.

    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 34,152 shares
    Change vs previous 13F +1,990 shares

    0.48% of the 13F portfolio, value $19,996,621.

    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 32,162 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $18,410,709.

    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).