MISSION WEALTH MANAGEMENT, LP
Position in ERII — Energy Recovery, Inc.
CIK 1645382
Santa Barbara, CA
Position in ERII
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$369,946
-$40,779 QoQ
Shares Held
41,014
+0.6% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#92
of 198 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ERII Over Time
Shares Held
Position Value (USD)
Position in Pollution & Treatment Controls
Industrials · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $742,021 across 3 Pollution & Treatment Controls names. ERII ranks #1 (49.9% of the industry book) .
All Filings in ERII
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,946 | 41,014 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $410,725 | 40,787 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $550,216 | 40,787 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $686,190 | 44,500 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $568,710 | 44,500 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $707,105 | 44,500 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $654,150 | 44,500 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $773,855 | 44,500 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $591,405 | 44,500 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $702,655 | 44,500 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||