Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: VONG position timeline

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

MISSION WEALTH MANAGEMENT, LP held 119,546 VONG 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 119,546 shares
    Change vs previous 13F +15,896 shares

    0.19% of the 13F portfolio, value $15,279,077.

    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 103,650 shares
    Change vs previous 13F -2,587 shares

    0.24% of the 13F portfolio, value $11,369,376.

    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 106,237 shares
    Change vs previous 13F -992 shares

    0.26% of the 13F portfolio, value $12,934,298.

    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 107,229 shares
    Change vs previous 13F -6,342 shares

    0.26% of the 13F portfolio, value $12,921,045.

    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 113,571 shares
    Change vs previous 13F +106,143 shares

    0.27% of the 13F portfolio, value $12,401,913.

    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 7,428 shares
    Change vs previous 13F +3,014 shares

    0.02% of the 13F portfolio, value $689,241.

    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 4,414 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $455,979.

    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 4,413 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $425,933.

    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).