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MISSION WEALTH MANAGEMENT, LP: VWO position timeline

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

MISSION WEALTH MANAGEMENT, LP held 379,673 VWO 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 379,673 shares
    Change vs previous 13F +28,229 shares

    0.28% of the 13F portfolio, value $22,662,706.

    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 351,444 shares
    Change vs previous 13F -5,056 shares

    0.4% of the 13F portfolio, value $18,995,532.

    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 356,500 shares
    Change vs previous 13F -708 shares

    0.39% of the 13F portfolio, value $19,165,451.

    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 357,208 shares
    Change vs previous 13F -8,631 shares

    0.4% of the 13F portfolio, value $19,353,548.

    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 365,839 shares
    Change vs previous 13F -12,424 shares

    0.39% of the 13F portfolio, value $18,094,405.

    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 378,263 shares
    Change vs previous 13F +2,166 shares

    0.43% of the 13F portfolio, value $17,120,174.

    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 376,097 shares
    Change vs previous 13F -20,939 shares

    0.39% of the 13F portfolio, value $16,563,314.

    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 397,036 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $18,998,165.

    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).