Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: VO position timeline

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

MISSION WEALTH MANAGEMENT, LP held 36,453 VO 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 36,453 shares
    Change vs previous 13F +31,462 shares

    0.04% of the 13F portfolio, value $2,937,024.

    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 4,991 shares
    Change vs previous 13F -512 shares

    0.03% of the 13F portfolio, value $1,433,345.

    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 5,503 shares
    Change vs previous 13F +1,747 shares

    0.03% of the 13F portfolio, value $1,597,005.

    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 3,756 shares
    Change vs previous 13F -929 shares

    0.02% of the 13F portfolio, value $1,103,405.

    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 4,685 shares
    Change vs previous 13F +1,032 shares

    0.03% of the 13F portfolio, value $1,310,889.

    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 3,653 shares
    Change vs previous 13F -34 shares

    0.02% of the 13F portfolio, value $944,676.

    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 3,687 shares
    Change vs previous 13F -40 shares

    0.02% of the 13F portfolio, value $973,788.

    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 3,727 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $983,187.

    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).