MISSION WEALTH MANAGEMENT, LP: VCSH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on VCSH, newest first. How the timeline and the estimate are built.
MISSION WEALTH MANAGEMENT, LP held 14,316 VCSH shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 14,316 sharesChange vs previous 13F -9,695 shares
0.01% of the 13F portfolio, value $1,131,395.
13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,011 sharesChange vs previous 13F +8,037 shares
0.04% of the 13F portfolio, value $1,903,352.
13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,974 sharesChange vs previous 13F +15,974 shares
0.03% of the 13F portfolio, value $1,273,608.
13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -4,398 shares
13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 4,398 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $349,623.
13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).