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MISSION WEALTH MANAGEMENT, LP: SCHB position timeline

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

MISSION WEALTH MANAGEMENT, LP held 534,501 SCHB 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 534,501 shares
    Change vs previous 13F +418,662 shares

    0.19% of the 13F portfolio, value $15,479,157.

    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 115,839 shares
    Change vs previous 13F +3,320 shares

    0.06% of the 13F portfolio, value $2,907,558.

    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 112,519 shares
    Change vs previous 13F -3,898 shares

    0.06% of the 13F portfolio, value $2,951,380.

    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 116,417 shares
    Change vs previous 13F +71,542 shares

    0.06% of the 13F portfolio, value $2,993,085.

    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 44,875 shares
    Change vs previous 13F +192 shares

    0.02% of the 13F portfolio, value $1,069,383.

    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 44,683 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $962,024.

    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 44,670 shares
    Change vs previous 13F +29,036 shares

    0.02% of the 13F portfolio, value $1,014,009.

    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 15,634 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,039,979.

    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).