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MISSION WEALTH MANAGEMENT, LP: XLK position timeline

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

MISSION WEALTH MANAGEMENT, LP held 51,000 XLK 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 51,000 shares
    Change vs previous 13F +8,461 shares

    0.12% of the 13F portfolio, value $9,716,536.

    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 42,539 shares
    Change vs previous 13F +322 shares

    0.12% of the 13F portfolio, value $5,653,451.

    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 42,217 shares
    Change vs previous 13F +20,903 shares

    0.12% of the 13F portfolio, value $6,077,929.

    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 21,314 shares
    Change vs previous 13F +331 shares

    0.12% of the 13F portfolio, value $6,007,477.

    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 20,983 shares
    Change vs previous 13F +794 shares

    0.12% of the 13F portfolio, value $5,313,399.

    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 20,189 shares
    Change vs previous 13F +4,765 shares

    0.1% of the 13F portfolio, value $4,168,559.

    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 15,424 shares
    Change vs previous 13F +128 shares

    0.09% of the 13F portfolio, value $3,586,471.

    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 15,296 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,453,219.

    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).