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MISSION WEALTH MANAGEMENT, LP: VFH position timeline

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

MISSION WEALTH MANAGEMENT, LP held 14,513 VFH 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 14,513 shares
    Change vs previous 13F +3,658 shares

    0.02% of the 13F portfolio, value $1,909,996.

    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 10,855 shares
    Change vs previous 13F +114 shares

    0.03% of the 13F portfolio, value $1,311,429.

    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 10,741 shares
    Change vs previous 13F -2,987 shares

    0.03% of the 13F portfolio, value $1,433,794.

    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 13,728 shares
    Change vs previous 13F +2,262 shares

    0.04% of the 13F portfolio, value $1,801,632.

    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 11,466 shares
    Change vs previous 13F +1,184 shares

    0.03% of the 13F portfolio, value $1,459,674.

    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 10,282 shares
    Change vs previous 13F +409 shares

    0.03% of the 13F portfolio, value $1,228,392.

    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 9,873 shares
    Change vs previous 13F +22 shares

    0.03% of the 13F portfolio, value $1,165,714.

    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 9,851 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,082,777.

    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).