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MISSION WEALTH MANAGEMENT, LP: VOO position timeline

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

MISSION WEALTH MANAGEMENT, LP held 42,655 VOO 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 42,655 shares
    Change vs previous 13F +23,973 shares

    0.37% of the 13F portfolio, value $29,296,119.

    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 18,682 shares
    Change vs previous 13F +1,518 shares

    0.23% of the 13F portfolio, value $11,163,679.

    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 17,164 shares
    Change vs previous 13F +335 shares

    0.22% of the 13F portfolio, value $10,763,843.

    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 16,829 shares
    Change vs previous 13F -398 shares

    0.21% of the 13F portfolio, value $10,305,825.

    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 17,227 shares
    Change vs previous 13F +490 shares

    0.21% of the 13F portfolio, value $9,785,521.

    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 16,737 shares
    Change vs previous 13F +431 shares

    0.22% of the 13F portfolio, value $8,601,243.

    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 16,306 shares
    Change vs previous 13F +484 shares

    0.21% of the 13F portfolio, value $8,785,951.

    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 15,822 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $8,349,003.

    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).