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MISSION WEALTH MANAGEMENT, LP: QQQ position timeline

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

MISSION WEALTH MANAGEMENT, LP held 47,181 QQQ 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 47,181 shares
    Change vs previous 13F +11,586 shares

    0.43% of the 13F portfolio, value $34,744,225.

    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 35,595 shares
    Change vs previous 13F +619 shares

    0.43% of the 13F portfolio, value $20,544,522.

    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 34,976 shares
    Change vs previous 13F -1,226 shares

    0.44% of the 13F portfolio, value $21,486,167.

    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 36,202 shares
    Change vs previous 13F +2,226 shares

    0.44% of the 13F portfolio, value $21,734,770.

    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 33,976 shares
    Change vs previous 13F +1,119 shares

    0.41% of the 13F portfolio, value $18,742,721.

    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 32,857 shares
    Change vs previous 13F -1,792 shares

    0.39% of the 13F portfolio, value $15,407,372.

    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 34,649 shares
    Change vs previous 13F +2,636 shares

    0.42% of the 13F portfolio, value $17,713,486.

    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 32,013 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $15,624,554.

    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).