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MISSION WEALTH MANAGEMENT, LP: NUEM position timeline

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

MISSION WEALTH MANAGEMENT, LP held 91,564 NUEM 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 91,564 shares
    Change vs previous 13F -3,660 shares

    0.05% of the 13F portfolio, value $3,885,599.

    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 95,224 shares
    Change vs previous 13F -2,120 shares

    0.07% of the 13F portfolio, value $3,498,389.

    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 97,344 shares
    Change vs previous 13F -3,779 shares

    0.07% of the 13F portfolio, value $3,463,514.

    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 101,123 shares
    Change vs previous 13F -708 shares

    0.07% of the 13F portfolio, value $3,609,080.

    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 101,831 shares
    Change vs previous 13F +12,524 shares

    0.07% of the 13F portfolio, value $3,381,807.

    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 89,307 shares
    Change vs previous 13F +1,511 shares

    0.07% of the 13F portfolio, value $2,612,230.

    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 87,796 shares
    Change vs previous 13F -8,534 shares

    0.06% of the 13F portfolio, value $2,547,840.

    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 96,330 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,988,159.

    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).