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MISSION WEALTH MANAGEMENT, LP: SPUS position timeline

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

MISSION WEALTH MANAGEMENT, LP held 58,119 SPUS 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 58,119 shares
    Change vs previous 13F +9,973 shares

    0.04% of the 13F portfolio, value $3,341,828.

    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 48,146 shares
    Change vs previous 13F +1,477 shares

    0.05% of the 13F portfolio, value $2,318,721.

    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 46,669 shares
    Change vs previous 13F -2,592 shares

    0.05% of the 13F portfolio, value $2,383,388.

    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 49,261 shares
    Change vs previous 13F -750 shares

    0.05% of the 13F portfolio, value $2,433,996.

    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 50,011 shares
    Change vs previous 13F +1,415 shares

    0.05% of the 13F portfolio, value $2,218,496.

    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 48,596 shares
    Change vs previous 13F +8,446 shares

    0.05% of the 13F portfolio, value $1,892,342.

    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 40,150 shares
    Change vs previous 13F -328 shares

    0.04% of the 13F portfolio, value $1,723,640.

    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 40,478 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,689,147.

    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).