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MISSION WEALTH MANAGEMENT, LP: VGT position timeline

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

MISSION WEALTH MANAGEMENT, LP held 115,086 VGT 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 115,086 shares
    Change vs previous 13F +109,325 shares

    0.17% of the 13F portfolio, value $13,755,086.

    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 5,761 shares
    Change vs previous 13F -1,115 shares

    0.08% of the 13F portfolio, value $4,019,720.

    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 6,876 shares
    Change vs previous 13F -787 shares

    0.11% of the 13F portfolio, value $5,183,201.

    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 7,663 shares
    Change vs previous 13F -296 shares

    0.12% of the 13F portfolio, value $5,721,330.

    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 7,959 shares
    Change vs previous 13F +1,838 shares

    0.12% of the 13F portfolio, value $5,278,976.

    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 6,121 shares
    Change vs previous 13F +696 shares

    0.08% of the 13F portfolio, value $3,319,778.

    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 5,425 shares
    Change vs previous 13F +773 shares

    0.08% of the 13F portfolio, value $3,373,118.

    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 4,652 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,728,716.

    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).