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MISSION WEALTH MANAGEMENT, LP: SDY position timeline

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

MISSION WEALTH MANAGEMENT, LP held 49,672 SDY 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 49,672 shares
    Change vs previous 13F +1,850 shares

    0.09% of the 13F portfolio, value $7,559,104.

    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 47,822 shares
    Change vs previous 13F -1,034 shares

    0.15% of the 13F portfolio, value $6,979,152.

    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 48,856 shares
    Change vs previous 13F -2,623 shares

    0.14% of the 13F portfolio, value $6,798,783.

    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 51,479 shares
    Change vs previous 13F -5,556 shares

    0.15% of the 13F portfolio, value $7,209,595.

    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 57,035 shares
    Change vs previous 13F -4,627 shares

    0.17% of the 13F portfolio, value $7,741,342.

    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 61,662 shares
    Change vs previous 13F -1,563 shares

    0.21% of the 13F portfolio, value $8,366,314.

    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 63,225 shares
    Change vs previous 13F -2,287 shares

    0.2% of the 13F portfolio, value $8,352,073.

    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 65,512 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $9,305,334.

    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).