Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: VB position timeline

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

MISSION WEALTH MANAGEMENT, LP held 1,478,793 VB 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 1,478,793 shares
    Change vs previous 13F +353,641 shares

    5.59% of the 13F portfolio, value $448,251,658.

    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 1,125,152 shares
    Change vs previous 13F +1,489 shares

    6.17% of the 13F portfolio, value $294,699,854.

    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 1,123,663 shares
    Change vs previous 13F +7,065 shares

    5.91% of the 13F portfolio, value $289,848,929.

    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 1,116,598 shares
    Change vs previous 13F +35,271 shares

    5.81% of the 13F portfolio, value $283,929,777.

    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 1,081,327 shares
    Change vs previous 13F +24,781 shares

    5.59% of the 13F portfolio, value $256,253,994.

    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 1,056,546 shares
    Change vs previous 13F +9,834 shares

    5.88% of the 13F portfolio, value $234,289,004.

    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 1,046,712 shares
    Change vs previous 13F +33,633 shares

    5.99% of the 13F portfolio, value $251,503,889.

    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 1,013,079 shares
    Change vs previous 13F not available

    5.94% of the 13F portfolio, value $240,313,553.

    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).