Energy Recovery shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Energy Recovery (ERII) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Energy Recovery
Tip: Access up to 7 years of quarterly data
All positions including Energy Recovery held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Recovery by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $686k | 45k | 15.42 |
| 2025-06-30 | $569k | 45k | 12.78 |
| 2025-03-31 | $707k | 45k | 15.89 |
| 2024-12-31 | $654k | 45k | 14.70 |
| 2024-09-30 | $774k | 45k | 17.39 |
| 2024-06-30 | $591k | 45k | 13.29 |
| 2024-03-31 | $703k | 45k | 15.79 |