MISSION WEALTH MANAGEMENT, LP: TDC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on TDC, newest first. How the timeline and the estimate are built.
MISSION WEALTH MANAGEMENT, LP held 0 TDC shares at 2025-09-30 per its 13F-HR filed 2025-11-04.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -23,666 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 23,666 sharesChange vs previous 13F -1,556 shares
0.01% of the 13F portfolio, value $527,989.
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).
- period ended2025-03-3113F 25,222 sharesChange vs previous 13F +3,093 shares
0.01% of the 13F portfolio, value $566,991.
13F-HR 0001085146-25-002181 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 ended2024-12-3113F 22,129 sharesChange vs previous 13F -514 shares
0.02% of the 13F portfolio, value $689,319.
13F-HR 0001085146-25-000853 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 ended2024-09-3013F 22,643 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $686,989.
13F-HR 0001085146-24-005256 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).