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MISSION WEALTH MANAGEMENT, LP: IJH position timeline

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

MISSION WEALTH MANAGEMENT, LP held 298,404 IJH 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 298,404 shares
    Change vs previous 13F +119,200 shares

    0.29% of the 13F portfolio, value $23,009,962.

    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 179,204 shares
    Change vs previous 13F +4,403 shares

    0.25% of the 13F portfolio, value $12,101,625.

    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 174,801 shares
    Change vs previous 13F +50,535 shares

    0.24% of the 13F portfolio, value $11,536,853.

    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 124,266 shares
    Change vs previous 13F +1,901 shares

    0.17% of the 13F portfolio, value $8,109,631.

    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 122,365 shares
    Change vs previous 13F +29,438 shares

    0.17% of the 13F portfolio, value $7,589,097.

    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 92,927 shares
    Change vs previous 13F +42,536 shares

    0.14% of the 13F portfolio, value $5,422,311.

    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 50,391 shares
    Change vs previous 13F +6,817 shares

    0.07% of the 13F portfolio, value $3,139,860.

    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 43,574 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,715,516.

    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).