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MISSION WEALTH MANAGEMENT, LP: VCRB position timeline

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

MISSION WEALTH MANAGEMENT, LP held 151,560 VCRB 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 151,560 shares
    Change vs previous 13F +47,187 shares

    0.15% of the 13F portfolio, value $11,705,436.

    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 104,373 shares
    Change vs previous 13F +23,276 shares

    0.17% of the 13F portfolio, value $8,076,422.

    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 81,097 shares
    Change vs previous 13F +17,150 shares

    0.13% of the 13F portfolio, value $6,317,035.

    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 63,947 shares
    Change vs previous 13F +14,109 shares

    0.1% of the 13F portfolio, value $5,014,113.

    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 49,838 shares
    Change vs previous 13F +9,442 shares

    0.08% of the 13F portfolio, value $3,866,462.

    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 40,396 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,127,863.

    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).