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MISSION WEALTH MANAGEMENT, LP: SPY position timeline

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

MISSION WEALTH MANAGEMENT, LP held 72,160 SPY 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 72,160 shares
    Change vs previous 13F +15,861 shares

    0.67% of the 13F portfolio, value $53,887,150.

    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 56,299 shares
    Change vs previous 13F +3,752 shares

    0.77% of the 13F portfolio, value $36,613,696.

    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 52,547 shares
    Change vs previous 13F -519 shares

    0.73% of the 13F portfolio, value $35,833,049.

    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 53,066 shares
    Change vs previous 13F -928 shares

    0.72% of the 13F portfolio, value $35,351,767.

    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 53,994 shares
    Change vs previous 13F +2,470 shares

    0.73% of the 13F portfolio, value $33,360,014.

    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 51,524 shares
    Change vs previous 13F -516 shares

    0.72% of the 13F portfolio, value $28,822,176.

    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 52,040 shares
    Change vs previous 13F +5,435 shares

    0.73% of the 13F portfolio, value $30,499,437.

    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 46,605 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $26,739,817.

    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).