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MISSION WEALTH MANAGEMENT, LP: SHW position timeline

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

MISSION WEALTH MANAGEMENT, LP held 17,990 SHW 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 17,990 shares
    Change vs previous 13F +1,556 shares

    0.08% of the 13F portfolio, value $6,194,625.

    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 16,434 shares
    Change vs previous 13F -524 shares

    0.11% of the 13F portfolio, value $5,267,829.

    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 16,958 shares
    Change vs previous 13F -1,258 shares

    0.11% of the 13F portfolio, value $5,495,062.

    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 18,216 shares
    Change vs previous 13F -1,541 shares

    0.13% of the 13F portfolio, value $6,307,369.

    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 19,757 shares
    Change vs previous 13F -1,173 shares

    0.15% of the 13F portfolio, value $6,783,768.

    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 20,930 shares
    Change vs previous 13F -1,423 shares

    0.18% of the 13F portfolio, value $7,308,579.

    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 22,353 shares
    Change vs previous 13F +128 shares

    0.18% of the 13F portfolio, value $7,598,600.

    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 22,225 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $8,482,651.

    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).