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MISSION WEALTH MANAGEMENT, LP: USRT position timeline

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

MISSION WEALTH MANAGEMENT, LP held 630,453 USRT 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 630,453 shares
    Change vs previous 13F +104,384 shares

    0.52% of the 13F portfolio, value $41,893,570.

    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 526,069 shares
    Change vs previous 13F -1,653 shares

    0.65% of the 13F portfolio, value $31,138,031.

    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 527,722 shares
    Change vs previous 13F +3,030 shares

    0.61% of the 13F portfolio, value $30,059,072.

    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 524,692 shares
    Change vs previous 13F +12,263 shares

    0.63% of the 13F portfolio, value $30,809,933.

    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 512,429 shares
    Change vs previous 13F -4,468 shares

    0.63% of the 13F portfolio, value $28,983,011.

    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 516,897 shares
    Change vs previous 13F +10,953 shares

    0.75% of the 13F portfolio, value $29,773,264.

    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 505,944 shares
    Change vs previous 13F +3,580 shares

    0.69% of the 13F portfolio, value $28,995,656.

    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 502,364 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $30,930,555.

    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).