MISSION WEALTH MANAGEMENT, LP
CIK
0001645382
City
SANTA BARBARA
State / Country
CA
Holdings in CLOV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $85,521 | 36,392 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $78,489 | 25,650 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $71,563 | 25,650 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $92,083 | 25,650 | Shares | Sole | 2025-04-17 |
| 2024-12-31 | $80,797 | 25,650 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $72,344 | 25,654 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $31,549 | 25,650 | Shares | Sole | 2024-08-05 |
| 2024-03-31 | $18,204 | 22,927 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $21,826 | 22,927 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $24,869 | 23,027 | Shares | Sole | 2023-10-24 |
| 2023-06-30 | $20,655 | 23,027 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $16,643 | 19,697 | Shares | Sole | 2023-04-07 |
| 2022-12-31 | $15,507 | 16,675 | Shares | Sole | 2023-02-02 |
| 2022-09-30 | $17,603 | 10,355 | Shares | Sole | 2022-10-12 |