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MISSION WEALTH MANAGEMENT, LP: SUSA position timeline

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

MISSION WEALTH MANAGEMENT, LP held 434,837 SUSA 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 434,837 shares
    Change vs previous 13F +22,566 shares

    0.84% of the 13F portfolio, value $67,095,462.

    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 412,271 shares
    Change vs previous 13F +1,266 shares

    1.14% of the 13F portfolio, value $54,460,936.

    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 411,005 shares
    Change vs previous 13F -7,319 shares

    1.17% of the 13F portfolio, value $57,271,441.

    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 418,324 shares
    Change vs previous 13F -14,494 shares

    1.16% of the 13F portfolio, value $56,745,621.

    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 432,818 shares
    Change vs previous 13F -50,807 shares

    1.2% of the 13F portfolio, value $54,859,626.

    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 483,625 shares
    Change vs previous 13F +22,221 shares

    1.39% of the 13F portfolio, value $55,553,959.

    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 461,404 shares
    Change vs previous 13F +168 shares

    1.34% of the 13F portfolio, value $56,102,092.

    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 461,236 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $55,519,013.

    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).