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MISSION WEALTH MANAGEMENT, LP: PG position timeline

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

MISSION WEALTH MANAGEMENT, LP held 83,622 PG 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 83,622 shares
    Change vs previous 13F +51,965 shares

    0.15% of the 13F portfolio, value $12,262,341.

    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 31,657 shares
    Change vs previous 13F -14,760 shares

    0.1% of the 13F portfolio, value $4,572,565.

    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 46,417 shares
    Change vs previous 13F -1,737 shares

    0.14% of the 13F portfolio, value $6,651,992.

    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 48,154 shares
    Change vs previous 13F -4,065 shares

    0.15% of the 13F portfolio, value $7,398,827.

    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 52,219 shares
    Change vs previous 13F +1,939 shares

    0.18% of the 13F portfolio, value $8,319,510.

    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 50,280 shares
    Change vs previous 13F -1,469 shares

    0.22% of the 13F portfolio, value $8,568,688.

    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 51,749 shares
    Change vs previous 13F -734 shares

    0.21% of the 13F portfolio, value $8,675,717.

    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 52,483 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $9,090,059.

    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).