Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: IVE position timeline

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

MISSION WEALTH MANAGEMENT, LP held 13,824 IVE 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 13,824 shares
    Change vs previous 13F +4,685 shares

    0.04% of the 13F portfolio, value $3,138,926.

    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 9,139 shares
    Change vs previous 13F -321 shares

    0.04% of the 13F portfolio, value $1,929,725.

    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 9,460 shares
    Change vs previous 13F -16 shares

    0.04% of the 13F portfolio, value $2,006,202.

    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 9,476 shares
    Change vs previous 13F -1,003 shares

    0.04% of the 13F portfolio, value $1,956,849.

    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 10,479 shares
    Change vs previous 13F +63 shares

    0.04% of the 13F portfolio, value $2,047,738.

    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 10,416 shares
    Change vs previous 13F +50 shares

    0.05% of the 13F portfolio, value $1,985,176.

    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 10,366 shares
    Change vs previous 13F -66 shares

    0.05% of the 13F portfolio, value $1,978,571.

    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 10,432 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,056,878.

    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).