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MISSION WEALTH MANAGEMENT, LP: MUNI position timeline

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

MISSION WEALTH MANAGEMENT, LP held 15,401 MUNI 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 15,401 shares
    Change vs previous 13F +3,485 shares

    0.01% of the 13F portfolio, value $810,093.

    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 11,916 shares
    Change vs previous 13F -265 shares

    0.01% of the 13F portfolio, value $621,897.

    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 12,181 shares
    Change vs previous 13F -2,634 shares

    0.01% of the 13F portfolio, value $638,407.

    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 14,815 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $774,529.

    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).