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MISSION WEALTH MANAGEMENT, LP: VSGX position timeline

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

MISSION WEALTH MANAGEMENT, LP held 169,253 VSGX 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 169,253 shares
    Change vs previous 13F +22,510 shares

    0.17% of the 13F portfolio, value $13,936,265.

    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 146,743 shares
    Change vs previous 13F -3,027 shares

    0.22% of the 13F portfolio, value $10,525,852.

    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 149,770 shares
    Change vs previous 13F -1,302 shares

    0.22% of the 13F portfolio, value $10,726,523.

    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 151,072 shares
    Change vs previous 13F +137 shares

    0.21% of the 13F portfolio, value $10,479,832.

    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 150,935 shares
    Change vs previous 13F +30,551 shares

    0.22% of the 13F portfolio, value $9,886,250.

    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 120,384 shares
    Change vs previous 13F -2,317 shares

    0.18% of the 13F portfolio, value $7,100,260.

    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 122,701 shares
    Change vs previous 13F -2,503 shares

    0.17% of the 13F portfolio, value $6,957,121.

    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 125,204 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $7,701,287.

    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).