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MISSION WEALTH MANAGEMENT, LP: SHY position timeline

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

MISSION WEALTH MANAGEMENT, LP held 15,918 SHY 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 15,918 shares
    Change vs previous 13F +24 shares

    0.02% of the 13F portfolio, value $1,307,027.

    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 15,894 shares
    Change vs previous 13F +12,236 shares

    0.03% of the 13F portfolio, value $1,312,368.

    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 3,658 shares
    Change vs previous 13F -959 shares

    0.01% of the 13F portfolio, value $302,956.

    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 4,617 shares
    Change vs previous 13F -3,091 shares

    0.01% of the 13F portfolio, value $383,027.

    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 7,708 shares
    Change vs previous 13F -2,422 shares

    0.01% of the 13F portfolio, value $638,685.

    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 10,130 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $838,055.

    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).