MISSION WEALTH MANAGEMENT, LP: SPYM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on SPYM, newest first. How the timeline and the estimate are built.
MISSION WEALTH MANAGEMENT, LP held 26,608 SPYM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 26,608 sharesChange vs previous 13F +7,063 shares
0.03% of the 13F portfolio, value $2,338,292.
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 19,545 sharesChange vs previous 13F -30,675 shares
0.03% of the 13F portfolio, value $1,496,012.
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 50,220 sharesChange vs previous 13F -4,427 shares
0.08% of the 13F portfolio, value $4,028,679.
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 54,647 sharesChange vs previous 13F +17,506 shares
0.09% of the 13F portfolio, value $4,281,059.
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 37,141 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $2,699,758.
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).