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MISSION WEALTH MANAGEMENT, LP: IEMG position timeline

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

MISSION WEALTH MANAGEMENT, LP held 117,945 IEMG 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 117,945 shares
    Change vs previous 13F +8,009 shares

    0.12% of the 13F portfolio, value $9,770,606.

    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 109,936 shares
    Change vs previous 13F -4,680 shares

    0.16% of the 13F portfolio, value $7,668,068.

    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 114,616 shares
    Change vs previous 13F -1,491 shares

    0.16% of the 13F portfolio, value $7,704,508.

    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 116,107 shares
    Change vs previous 13F -723 shares

    0.16% of the 13F portfolio, value $7,653,744.

    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 116,830 shares
    Change vs previous 13F -3,585 shares

    0.15% of the 13F portfolio, value $7,013,315.

    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 120,415 shares
    Change vs previous 13F +826 shares

    0.16% of the 13F portfolio, value $6,498,796.

    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 119,589 shares
    Change vs previous 13F -905 shares

    0.15% of the 13F portfolio, value $6,244,943.

    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 120,494 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,917,586.

    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).