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MISSION WEALTH MANAGEMENT, LP: NET position timeline

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

MISSION WEALTH MANAGEMENT, LP held 11,340 NET 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 11,340 shares
    Change vs previous 13F +2,687 shares

    0.03% of the 13F portfolio, value $2,781,469.

    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 8,653 shares
    Change vs previous 13F +4 shares

    0.04% of the 13F portfolio, value $1,785,473.

    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 8,649 shares
    Change vs previous 13F -30 shares

    0.03% of the 13F portfolio, value $1,705,163.

    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 8,679 shares
    Change vs previous 13F -664 shares

    0.04% of the 13F portfolio, value $1,862,391.

    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 9,343 shares
    Change vs previous 13F -2,750 shares

    0.04% of the 13F portfolio, value $1,829,726.

    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 12,093 shares
    Change vs previous 13F +7,435 shares

    0.03% of the 13F portfolio, value $1,362,762.

    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 4,658 shares
    Change vs previous 13F -134 shares

    0.01% of the 13F portfolio, value $501,575.

    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 4,792 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $387,626.

    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).