Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: IJR position timeline

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

MISSION WEALTH MANAGEMENT, LP held 705,960 IJR 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 705,960 shares
    Change vs previous 13F +107,725 shares

    1.3% of the 13F portfolio, value $104,700,907.

    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 598,235 shares
    Change vs previous 13F -8,651 shares

    1.56% of the 13F portfolio, value $74,366,582.

    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 606,886 shares
    Change vs previous 13F +25,457 shares

    1.49% of the 13F portfolio, value $72,935,585.

    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 581,429 shares
    Change vs previous 13F -23,298 shares

    1.41% of the 13F portfolio, value $69,091,167.

    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 604,727 shares
    Change vs previous 13F +71,389 shares

    1.44% of the 13F portfolio, value $66,090,656.

    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 533,338 shares
    Change vs previous 13F +115,703 shares

    1.4% of the 13F portfolio, value $55,771,200.

    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 417,635 shares
    Change vs previous 13F -5,720 shares

    1.15% of the 13F portfolio, value $48,119,906.

    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 423,355 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $49,515,591.

    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).