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Mission Wealth Management, LPETFConcentrated long-term

CIK: 0001645382 | SANTA BARBARA, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR781$6.3B2026-10-15SEC ↗
Q2 2026
13F-HR1069$8.2B2026-07-20SEC ↗
Q1 2026
13F-HR728$4.9B2026-05-15SEC ↗
Q4 2025
13F-HR734$5.0B2026-02-05SEC ↗
Q3 2025
13F-HR704$5.0B2025-11-04SEC ↗
Q2 2025
13F-HR683$4.7B2025-08-05SEC ↗
Q1 2025
13F-HR671$4.1B2025-04-17SEC ↗
Q4 2024
13F-HR659$4.3B2025-02-06SEC ↗
Q3 2024
13F-HR683$4.1B2024-10-31SEC ↗
Q2 2024
13F-HR671$3.8B2024-08-05SEC ↗
Q1 2024
13F-HR1063$3.8B2024-04-30SEC ↗
Q4 2023
13F-HR590$3.1B2024-02-05SEC ↗
Q3 2023
13F-HR549$2.7B2023-10-24SEC ↗
Q2 2023
13F-HR549$2.6B2023-08-04SEC ↗
Q1 2023
13F-HR536$2.4B2023-04-07SEC ↗
Q4 2022
13F-HR523$2.1B2023-02-02SEC ↗
Q3 2022
13F-HR510$55.6M2022-10-12SEC ↗
Q2 2022
13F-HR518$42.8M2022-07-27SEC ↗
Q1 2022
13F-HR534$35.6M2022-04-25SEC ↗
Q4 2021
13F-HR538$37.1M2022-02-11SEC ↗
Q3 2021
13F-HR509$35.8M2021-11-05SEC ↗
Q2 2021
13F-HR495$29.2M2021-08-10SEC ↗
Q1 2021
13F-HR453$23.6M2021-05-10SEC ↗
Q4 2020
13F-HR421$25.1M2021-01-19SEC ↗
Q3 2020
13F-HR371$19.5M2020-10-16SEC ↗
Q2 2020
13F-HR342$16.1M2020-08-03SEC ↗
Q1 2020Amended
13F-HR/A294$11.7M2020-04-10SEC ↗
Q4 2019
13F-HR337$17.3M2020-01-21SEC ↗
Q3 2019
13F-HR321$11.9M2019-10-16SEC ↗
Q2 2019
13F-HR320$11.6M2019-08-09SEC ↗
Q1 2019
13F-HR315$11.1M2019-05-14SEC ↗
Q4 2018
13F-HR276$9.0M2019-02-08SEC ↗
Q3 2018
13F-HR283$10.9M2018-11-01SEC ↗
Q2 2018
13F-HR267$9.8M2018-08-08SEC ↗
Q1 2018
13F-HR239$7.6M2018-05-04SEC ↗
Q4 2017
13F-HR232$8.3M2018-02-09SEC ↗
Q3 2017
13F-HR209$7.7M2017-11-13SEC ↗
Q2 2017
13F-HR193$72.7M2017-08-11SEC ↗
Q1 2017
13F-HR196$72.0M2017-05-12SEC ↗
Q4 2016
13F-HR175$67.8M2017-01-27SEC ↗
Q3 2016
13F-HR162$63.1M2016-11-14SEC ↗
Q2 2016
13F-HR164$62.1M2016-08-03SEC ↗
Q1 2016
13F-HR158$69.9M2016-04-15SEC ↗
Q4 2015
13F-HR142$72.9M2016-02-16SEC ↗
Q3 2015
13F-HR135$66.2M2015-10-22SEC ↗
Q2 2015
13F-HR139$653.9K2015-08-11SEC ↗