MISSION WEALTH MANAGEMENT, LP: VTWG position timeline

MISSION WEALTH MANAGEMENT, LP held 791 VTWG 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 791 shares

   Change vs previous 13F +791 shares

   <0.01% of the 13F portfolio, value $227,412.

   13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -1,007 shares

   13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 1,007 shares

   Change vs previous 13F -968 shares

   <0.01% of the 13F portfolio, value $237,524.

   13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 1,975 shares

   Change vs previous 13F -4,205 shares

   0.01% of the 13F portfolio, value $461,596.

   13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 6,180 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $1,288,311.

   13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).