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MISSION WEALTH MANAGEMENT, LP: TPL position timeline

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

MISSION WEALTH MANAGEMENT, LP held 13,720 TPL 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 13,720 shares
    Change vs previous 13F +82 shares

    0.07% of the 13F portfolio, value $6,004,636.

    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 13,638 shares
    Change vs previous 13F -8,043 shares

    0.14% of the 13F portfolio, value $6,472,282.

    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 21,681 shares
    Change vs previous 13F +14,453 shares

    0.13% of the 13F portfolio, value $6,227,358.

    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 7,228 shares
    Change vs previous 13F -28 shares

    0.14% of the 13F portfolio, value $6,748,503.

    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 7,256 shares
    Change vs previous 13F -2 shares

    0.17% of the 13F portfolio, value $7,665,339.

    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 7,258 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $9,616,994.

    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 7,258 shares
    Change vs previous 13F -122 shares

    0.19% of the 13F portfolio, value $8,027,238.

    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 7,380 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,529,526.

    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).