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MISSION WEALTH MANAGEMENT, LP: WMT position timeline

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

MISSION WEALTH MANAGEMENT, LP held 211,529 WMT 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 211,529 shares
    Change vs previous 13F +157,799 shares

    0.3% of the 13F portfolio, value $23,957,726.

    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 53,730 shares
    Change vs previous 13F -851 shares

    0.14% of the 13F portfolio, value $6,677,600.

    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 54,581 shares
    Change vs previous 13F +1,081 shares

    0.12% of the 13F portfolio, value $6,080,851.

    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 53,500 shares
    Change vs previous 13F -196 shares

    0.11% of the 13F portfolio, value $5,513,761.

    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 53,696 shares
    Change vs previous 13F +211 shares

    0.11% of the 13F portfolio, value $5,250,402.

    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 53,485 shares
    Change vs previous 13F +3,455 shares

    0.12% of the 13F portfolio, value $4,695,439.

    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 50,030 shares
    Change vs previous 13F +1,228 shares

    0.11% of the 13F portfolio, value $4,520,217.

    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 48,802 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,940,726.

    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).