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MISSION WEALTH MANAGEMENT, LP: MUB position timeline

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

MISSION WEALTH MANAGEMENT, LP held 53,297 MUB 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 53,297 shares
    Change vs previous 13F +17,341 shares

    0.07% of the 13F portfolio, value $5,735,890.

    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 35,956 shares
    Change vs previous 13F +801 shares

    0.08% of the 13F portfolio, value $3,816,782.

    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 35,155 shares
    Change vs previous 13F -571 shares

    0.08% of the 13F portfolio, value $3,765,492.

    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 35,726 shares
    Change vs previous 13F -2,066 shares

    0.08% of the 13F portfolio, value $3,804,412.

    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 37,792 shares
    Change vs previous 13F -1,457 shares

    0.09% of the 13F portfolio, value $3,948,509.

    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 39,249 shares
    Change vs previous 13F +1,255 shares

    0.1% of the 13F portfolio, value $4,138,410.

    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 37,994 shares
    Change vs previous 13F -59 shares

    0.1% of the 13F portfolio, value $4,048,302.

    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 38,053 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,133,740.

    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).