Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: T position timeline

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

MISSION WEALTH MANAGEMENT, LP held 78,316 T 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 78,316 shares
    Change vs previous 13F +30,451 shares

    0.02% of the 13F portfolio, value $1,621,147.

    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 47,865 shares
    Change vs previous 13F -1,589 shares

    0.03% of the 13F portfolio, value $1,387,605.

    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 49,454 shares
    Change vs previous 13F +983 shares

    0.03% of the 13F portfolio, value $1,228,445.

    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 48,471 shares
    Change vs previous 13F -94 shares

    0.03% of the 13F portfolio, value $1,368,814.

    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 48,565 shares
    Change vs previous 13F -309 shares

    0.03% of the 13F portfolio, value $1,405,467.

    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 48,874 shares
    Change vs previous 13F +1,015 shares

    0.03% of the 13F portfolio, value $1,382,170.

    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 47,859 shares
    Change vs previous 13F +5,423 shares

    0.03% of the 13F portfolio, value $1,089,743.

    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 42,436 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $933,582.

    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).