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MISSION WEALTH MANAGEMENT, LP: NULV position timeline

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

MISSION WEALTH MANAGEMENT, LP held 245,765 NULV 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 245,765 shares
    Change vs previous 13F +28,988 shares

    0.15% of the 13F portfolio, value $12,285,779.

    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 216,777 shares
    Change vs previous 13F -4,585 shares

    0.21% of the 13F portfolio, value $9,863,335.

    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 221,362 shares
    Change vs previous 13F +9,254 shares

    0.2% of the 13F portfolio, value $9,972,340.

    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 212,108 shares
    Change vs previous 13F +1,407 shares

    0.19% of the 13F portfolio, value $9,296,073.

    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 210,701 shares
    Change vs previous 13F +4,885 shares

    0.19% of the 13F portfolio, value $8,831,547.

    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 205,816 shares
    Change vs previous 13F +17,096 shares

    0.21% of the 13F portfolio, value $8,333,504.

    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 188,720 shares
    Change vs previous 13F +1,263 shares

    0.18% of the 13F portfolio, value $7,429,920.

    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 187,457 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $7,820,708.

    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).