MISSION WEALTH MANAGEMENT, LP: SMH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on SMH, newest first. How the timeline and the estimate are built.
MISSION WEALTH MANAGEMENT, LP held 22,458 SMH shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 22,458 sharesChange vs previous 13F +21,170 shares
0.18% of the 13F portfolio, value $14,729,864.
13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,288 sharesChange vs previous 13F +180 shares
0.01% of the 13F portfolio, value $493,974.
13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,108 sharesChange vs previous 13F +184 shares
0.01% of the 13F portfolio, value $398,882.
13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 924 sharesChange vs previous 13F +121 shares
0.01% of the 13F portfolio, value $301,408.
13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 803 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $223,813.
13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).