Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: VTEB position timeline

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

MISSION WEALTH MANAGEMENT, LP held 26,643 VTEB 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 26,643 shares
    Change vs previous 13F +9,061 shares

    0.02% of the 13F portfolio, value $1,347,610.

    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 17,582 shares
    Change vs previous 13F -587 shares

    0.02% of the 13F portfolio, value $877,166.

    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 18,169 shares
    Change vs previous 13F -7,991 shares

    0.02% of the 13F portfolio, value $913,720.

    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 26,160 shares
    Change vs previous 13F +15,146 shares

    0.03% of the 13F portfolio, value $1,309,832.

    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 11,014 shares
    Change vs previous 13F -1,419 shares

    0.01% of the 13F portfolio, value $540,017.

    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 12,433 shares
    Change vs previous 13F +2,316 shares

    0.02% of the 13F portfolio, value $616,926.

    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 10,117 shares
    Change vs previous 13F -391 shares

    0.01% of the 13F portfolio, value $507,166.

    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 10,508 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $537,165.

    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).