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MISSION WEALTH MANAGEMENT, LP: NULG position timeline

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

MISSION WEALTH MANAGEMENT, LP held 124,436 NULG 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 124,436 shares
    Change vs previous 13F +16,850 shares

    0.18% of the 13F portfolio, value $14,566,480.

    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 107,586 shares
    Change vs previous 13F +4,528 shares

    0.2% of the 13F portfolio, value $9,783,913.

    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 103,058 shares
    Change vs previous 13F +4,762 shares

    0.21% of the 13F portfolio, value $10,079,117.

    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 98,296 shares
    Change vs previous 13F -1,493 shares

    0.2% of the 13F portfolio, value $9,775,500.

    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 99,789 shares
    Change vs previous 13F +2,677 shares

    0.2% of the 13F portfolio, value $9,375,142.

    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 97,112 shares
    Change vs previous 13F +7,721 shares

    0.19% of the 13F portfolio, value $7,601,889.

    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 89,391 shares
    Change vs previous 13F -3,001 shares

    0.18% of the 13F portfolio, value $7,673,292.

    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 92,392 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $7,634,391.

    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).