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MISSION WEALTH MANAGEMENT, LP: IYR position timeline

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

MISSION WEALTH MANAGEMENT, LP held 48,786 IYR 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 48,786 shares
    Change vs previous 13F -2,529 shares

    0.06% of the 13F portfolio, value $4,988,394.

    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 51,315 shares
    Change vs previous 13F -3,307 shares

    0.1% of the 13F portfolio, value $4,852,306.

    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 54,622 shares
    Change vs previous 13F -5,822 shares

    0.1% of the 13F portfolio, value $5,128,502.

    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 60,444 shares
    Change vs previous 13F -2,913 shares

    0.12% of the 13F portfolio, value $5,867,936.

    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 63,357 shares
    Change vs previous 13F -5,432 shares

    0.13% of the 13F portfolio, value $6,004,300.

    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 68,789 shares
    Change vs previous 13F -4,818 shares

    0.17% of the 13F portfolio, value $6,586,595.

    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 73,607 shares
    Change vs previous 13F -5,973 shares

    0.16% of the 13F portfolio, value $6,849,849.

    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 79,580 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $8,106,812.

    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).