Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: IVV position timeline

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

MISSION WEALTH MANAGEMENT, LP held 39,149 IVV 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 39,149 shares
    Change vs previous 13F +3,157 shares

    0.37% of the 13F portfolio, value $29,318,208.

    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 35,992 shares
    Change vs previous 13F -745 shares

    0.49% of the 13F portfolio, value $23,510,516.

    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 36,737 shares
    Change vs previous 13F -1,878 shares

    0.51% of the 13F portfolio, value $25,162,614.

    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 38,615 shares
    Change vs previous 13F -626 shares

    0.53% of the 13F portfolio, value $25,844,721.

    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 39,241 shares
    Change vs previous 13F +9,304 shares

    0.53% of the 13F portfolio, value $24,364,452.

    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 29,937 shares
    Change vs previous 13F +7,119 shares

    0.42% of the 13F portfolio, value $16,821,593.

    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 22,818 shares
    Change vs previous 13F +5,708 shares

    0.32% of the 13F portfolio, value $13,432,646.

    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 17,110 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $9,869,212.

    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).