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MISSION WEALTH MANAGEMENT, LP: SCHV position timeline

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

MISSION WEALTH MANAGEMENT, LP held 102,488 SCHV 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 102,488 shares
    Change vs previous 13F +24,331 shares

    0.04% of the 13F portfolio, value $3,567,627.

    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 78,157 shares
    Change vs previous 13F -13,436 shares

    0.05% of the 13F portfolio, value $2,383,799.

    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 91,593 shares
    Change vs previous 13F -9,421 shares

    0.06% of the 13F portfolio, value $2,712,075.

    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 101,014 shares
    Change vs previous 13F -7,586 shares

    0.06% of the 13F portfolio, value $2,940,506.

    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 108,600 shares
    Change vs previous 13F +99,123 shares

    0.07% of the 13F portfolio, value $3,004,975.

    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 9,477 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $251,899.

    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 9,477 shares
    Change vs previous 13F +6,318 shares

    0.01% of the 13F portfolio, value $247,066.

    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 3,159 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $253,889.

    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).