Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: SCHE position timeline

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

MISSION WEALTH MANAGEMENT, LP held 123,972 SCHE 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 123,972 shares
    Change vs previous 13F -4,275 shares

    0.06% of the 13F portfolio, value $4,495,246.

    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 128,247 shares
    Change vs previous 13F -26,090 shares

    0.09% of the 13F portfolio, value $4,225,752.

    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 154,337 shares
    Change vs previous 13F -14,887 shares

    0.1% of the 13F portfolio, value $5,054,544.

    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 169,224 shares
    Change vs previous 13F -10,889 shares

    0.12% of the 13F portfolio, value $5,647,021.

    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 180,113 shares
    Change vs previous 13F +145,527 shares

    0.12% of the 13F portfolio, value $5,428,596.

    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 34,586 shares
    Change vs previous 13F -886 shares

    0.02% of the 13F portfolio, value $953,534.

    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 35,472 shares
    Change vs previous 13F +1,079 shares

    0.02% of the 13F portfolio, value $944,617.

    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 34,393 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,003,588.

    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).