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MISSION WEALTH MANAGEMENT, LP: VNQI position timeline

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

MISSION WEALTH MANAGEMENT, LP held 80,137 VNQI 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 80,137 shares
    Change vs previous 13F +9,751 shares

    0.04% of the 13F portfolio, value $3,594,134.

    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 70,386 shares
    Change vs previous 13F +238 shares

    0.07% of the 13F portfolio, value $3,128,673.

    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 70,148 shares
    Change vs previous 13F +985 shares

    0.07% of the 13F portfolio, value $3,215,593.

    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 69,163 shares
    Change vs previous 13F -1,895 shares

    0.07% of the 13F portfolio, value $3,301,854.

    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 71,058 shares
    Change vs previous 13F -1,745 shares

    0.07% of the 13F portfolio, value $3,279,338.

    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 72,803 shares
    Change vs previous 13F -7,948 shares

    0.07% of the 13F portfolio, value $2,945,626.

    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 80,751 shares
    Change vs previous 13F +2,400 shares

    0.08% of the 13F portfolio, value $3,194,507.

    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 78,351 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,675,434.

    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).