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MISSION WEALTH MANAGEMENT, LP: NOW position timeline

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

MISSION WEALTH MANAGEMENT, LP held 26,193 NOW 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 26,193 shares
    Change vs previous 13F -1,353 shares

    0.03% of the 13F portfolio, value $2,600,380.

    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 27,546 shares
    Change vs previous 13F +927 shares

    0.06% of the 13F portfolio, value $2,879,902.

    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 26,619 shares
    Change vs previous 13F +21,417 shares

    0.08% of the 13F portfolio, value $4,077,732.

    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 5,202 shares
    Change vs previous 13F -330 shares

    0.1% of the 13F portfolio, value $4,787,703.

    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 5,532 shares
    Change vs previous 13F -2,087 shares

    0.12% of the 13F portfolio, value $5,687,206.

    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 7,619 shares
    Change vs previous 13F +1,040 shares

    0.15% of the 13F portfolio, value $6,065,473.

    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 6,579 shares
    Change vs previous 13F -546 shares

    0.17% of the 13F portfolio, value $6,974,107.

    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 7,125 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,372,559.

    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).