MISSION WEALTH MANAGEMENT, LP: TMO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on TMO, newest first. How the timeline and the estimate are built.
MISSION WEALTH MANAGEMENT, LP held 12,598 TMO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 12,598 sharesChange vs previous 13F +7,843 shares
0.08% of the 13F portfolio, value $6,315,954.
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 4,755 sharesChange vs previous 13F +58 shares
0.05% of the 13F portfolio, value $2,337,392.
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 4,697 sharesChange vs previous 13F -25 shares
0.06% of the 13F portfolio, value $2,721,913.
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 4,722 sharesChange vs previous 13F -97 shares
0.05% of the 13F portfolio, value $2,290,218.
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 4,819 sharesChange vs previous 13F -232 shares
0.04% of the 13F portfolio, value $1,954,033.
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 5,051 sharesChange vs previous 13F +668 shares
0.06% of the 13F portfolio, value $2,513,597.
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 4,383 sharesChange vs previous 13F -313 shares
0.05% of the 13F portfolio, value $2,280,295.
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 4,696 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $2,904,773.
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).