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MISSION WEALTH MANAGEMENT, LP: SPYD position timeline

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

MISSION WEALTH MANAGEMENT, LP held 5,187 SPYD 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 5,187 shares
    Change vs previous 13F +336 shares

    <0.01% of the 13F portfolio, value $247,453.

    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 4,851 shares
    Change vs previous 13F -56,695 shares

    <0.01% of the 13F portfolio, value $220,808.

    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 61,546 shares
    Change vs previous 13F -1,513 shares

    0.05% of the 13F portfolio, value $2,661,884.

    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 63,059 shares
    Change vs previous 13F -2,892 shares

    0.06% of the 13F portfolio, value $2,774,579.

    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 65,951 shares
    Change vs previous 13F -2,315 shares

    0.06% of the 13F portfolio, value $2,798,972.

    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 68,266 shares
    Change vs previous 13F +150 shares

    0.08% of the 13F portfolio, value $3,021,473.

    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 68,116 shares
    Change vs previous 13F +720 shares

    0.07% of the 13F portfolio, value $2,945,348.

    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 67,396 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,076,632.

    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).