Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: SCHH position timeline

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

MISSION WEALTH MANAGEMENT, LP held 24,523 SCHH 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 24,523 shares
    Change vs previous 13F -11,419 shares

    0.01% of the 13F portfolio, value $580,707.

    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 35,942 shares
    Change vs previous 13F +3,024 shares

    0.02% of the 13F portfolio, value $772,389.

    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 32,918 shares
    Change vs previous 13F -2,097 shares

    0.01% of the 13F portfolio, value $687,648.

    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 35,015 shares
    Change vs previous 13F +1,921 shares

    0.02% of the 13F portfolio, value $755,282.

    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 33,094 shares
    Change vs previous 13F -118 shares

    0.02% of the 13F portfolio, value $700,267.

    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 33,212 shares
    Change vs previous 13F -4,902 shares

    0.02% of the 13F portfolio, value $714,398.

    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 38,114 shares
    Change vs previous 13F +2,803 shares

    0.02% of the 13F portfolio, value $802,690.

    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 35,311 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $818,161.

    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).