MISSION WEALTH MANAGEMENT, LP: TXT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on TXT, newest first. How the timeline and the estimate are built.
MISSION WEALTH MANAGEMENT, LP held 4,473 TXT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 4,473 sharesChange vs previous 13F +4,473 shares
0.01% of the 13F portfolio, value $410,378.
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 ended2025-03-3113F 0 sharesChange vs previous 13F -3,133 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 3,133 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $239,675.
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).