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MISSION WEALTH MANAGEMENT, LP: IVW position timeline

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

MISSION WEALTH MANAGEMENT, LP held 47,285 IVW 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 47,285 shares
    Change vs previous 13F +7,287 shares

    0.08% of the 13F portfolio, value $6,503,056.

    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 39,998 shares
    Change vs previous 13F +2,469 shares

    0.09% of the 13F portfolio, value $4,524,144.

    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 37,529 shares
    Change vs previous 13F -252 shares

    0.09% of the 13F portfolio, value $4,625,869.

    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 37,781 shares
    Change vs previous 13F -3,096 shares

    0.09% of the 13F portfolio, value $4,560,870.

    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 40,877 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $4,500,526.

    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 40,876 shares
    Change vs previous 13F -552 shares

    0.1% of the 13F portfolio, value $3,794,508.

    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 41,428 shares
    Change vs previous 13F +2,246 shares

    0.1% of the 13F portfolio, value $4,206,188.

    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 39,182 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,751,642.

    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).