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MISSION WEALTH MANAGEMENT, LP: VNQ position timeline

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

MISSION WEALTH MANAGEMENT, LP held 93,823 VNQ 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 93,823 shares
    Change vs previous 13F +8,544 shares

    0.11% of the 13F portfolio, value $9,047,309.

    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 85,279 shares
    Change vs previous 13F -7,403 shares

    0.16% of the 13F portfolio, value $7,564,265.

    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 92,682 shares
    Change vs previous 13F -11,305 shares

    0.17% of the 13F portfolio, value $8,201,401.

    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 103,987 shares
    Change vs previous 13F -4,112 shares

    0.19% of the 13F portfolio, value $9,506,519.

    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 108,099 shares
    Change vs previous 13F +20,917 shares

    0.21% of the 13F portfolio, value $9,627,282.

    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 87,182 shares
    Change vs previous 13F +1,470 shares

    0.2% of the 13F portfolio, value $7,893,462.

    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 85,712 shares
    Change vs previous 13F -3,586 shares

    0.18% of the 13F portfolio, value $7,635,184.

    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 89,298 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $8,699,365.

    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).