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MISSION WEALTH MANAGEMENT, LP: SPIB position timeline

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

MISSION WEALTH MANAGEMENT, LP held 119,864 SPIB 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 119,864 shares
    Change vs previous 13F +20,939 shares

    0.05% of the 13F portfolio, value $4,010,647.

    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 98,925 shares
    Change vs previous 13F -9,605 shares

    0.07% of the 13F portfolio, value $3,317,958.

    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 108,530 shares
    Change vs previous 13F -183,416 shares

    0.07% of the 13F portfolio, value $3,669,386.

    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 291,946 shares
    Change vs previous 13F -63,270 shares

    0.2% of the 13F portfolio, value $9,894,052.

    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 355,216 shares
    Change vs previous 13F -177,620 shares

    0.26% of the 13F portfolio, value $11,928,170.

    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 532,836 shares
    Change vs previous 13F -2,843,022 shares

    0.44% of the 13F portfolio, value $17,711,457.

    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 3,375,858 shares
    Change vs previous 13F +250,659 shares

    2.63% of the 13F portfolio, value $110,593,120.

    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 3,125,199 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $105,350,459.

    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).