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MISSION WEALTH MANAGEMENT, LP: NUDM position timeline

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

MISSION WEALTH MANAGEMENT, LP held 299,935 NUDM 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 299,935 shares
    Change vs previous 13F +62,390 shares

    0.15% of the 13F portfolio, value $12,003,367.

    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 237,545 shares
    Change vs previous 13F +3,712 shares

    0.18% of the 13F portfolio, value $8,577,734.

    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 233,833 shares
    Change vs previous 13F +15,200 shares

    0.17% of the 13F portfolio, value $8,467,077.

    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 218,633 shares
    Change vs previous 13F +8,391 shares

    0.17% of the 13F portfolio, value $8,224,984.

    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 210,242 shares
    Change vs previous 13F -183 shares

    0.16% of the 13F portfolio, value $7,461,491.

    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 210,425 shares
    Change vs previous 13F +33,815 shares

    0.17% of the 13F portfolio, value $6,702,038.

    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 176,610 shares
    Change vs previous 13F +1,566 shares

    0.13% of the 13F portfolio, value $5,308,911.

    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 175,044 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,890,693.

    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).