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MISSION WEALTH MANAGEMENT, LP: USFR position timeline

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

MISSION WEALTH MANAGEMENT, LP held 1,868,364 USFR 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 1,868,364 shares
    Change vs previous 13F +1,000,126 shares

    1.17% of the 13F portfolio, value $94,072,111.

    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 868,238 shares
    Change vs previous 13F +171,389 shares

    0.91% of the 13F portfolio, value $43,707,101.

    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 696,849 shares
    Change vs previous 13F -322,926 shares

    0.71% of the 13F portfolio, value $35,065,458.

    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 1,019,775 shares
    Change vs previous 13F -160,527 shares

    1.05% of the 13F portfolio, value $51,264,102.

    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 1,180,302 shares
    Change vs previous 13F -96,708 shares

    1.3% of the 13F portfolio, value $59,381,005.

    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 1,277,010 shares
    Change vs previous 13F -89,720 shares

    1.61% of the 13F portfolio, value $64,271,916.

    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 1,366,730 shares
    Change vs previous 13F +241,205 shares

    1.64% of the 13F portfolio, value $68,773,845.

    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 1,125,525 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $56,523,888.

    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).