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MISSION WEALTH MANAGEMENT, LP: IWB position timeline

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

MISSION WEALTH MANAGEMENT, LP held 63,095 IWB 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 63,095 shares
    Change vs previous 13F +749 shares

    0.32% of the 13F portfolio, value $25,837,420.

    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 62,346 shares
    Change vs previous 13F -1,294 shares

    0.47% of the 13F portfolio, value $22,230,158.

    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 63,640 shares
    Change vs previous 13F -1,407 shares

    0.48% of the 13F portfolio, value $23,765,676.

    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 65,047 shares
    Change vs previous 13F -269 shares

    0.49% of the 13F portfolio, value $23,773,374.

    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 65,316 shares
    Change vs previous 13F -13 shares

    0.48% of the 13F portfolio, value $22,179,303.

    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 65,329 shares
    Change vs previous 13F -643 shares

    0.5% of the 13F portfolio, value $20,039,088.

    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 65,972 shares
    Change vs previous 13F +50,612 shares

    0.51% of the 13F portfolio, value $21,253,390.

    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 15,360 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,828,897.

    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).