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MISSION WEALTH MANAGEMENT, LP: IWD position timeline

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

MISSION WEALTH MANAGEMENT, LP held 265,552 IWD 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 265,552 shares
    Change vs previous 13F +40,907 shares

    0.8% of the 13F portfolio, value $64,377,643.

    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 224,645 shares
    Change vs previous 13F +2,765 shares

    1% of the 13F portfolio, value $47,999,987.

    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 221,880 shares
    Change vs previous 13F -6,538 shares

    0.95% of the 13F portfolio, value $46,670,142.

    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 228,418 shares
    Change vs previous 13F -6,712 shares

    0.95% of the 13F portfolio, value $46,503,536.

    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 235,130 shares
    Change vs previous 13F +27,919 shares

    1% of the 13F portfolio, value $45,669,228.

    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 207,211 shares
    Change vs previous 13F +21,377 shares

    0.98% of the 13F portfolio, value $38,988,749.

    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 185,834 shares
    Change vs previous 13F +5,082 shares

    0.82% of the 13F portfolio, value $34,403,423.

    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 180,752 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $34,306,687.

    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).