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MISSION WEALTH MANAGEMENT, LP: VWOB position timeline

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

MISSION WEALTH MANAGEMENT, LP held 46,476 VWOB 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 46,476 shares
    Change vs previous 13F +5,534 shares

    0.04% of the 13F portfolio, value $3,125,017.

    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 40,942 shares
    Change vs previous 13F +403 shares

    0.06% of the 13F portfolio, value $2,689,501.

    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 40,539 shares
    Change vs previous 13F +1,425 shares

    0.06% of the 13F portfolio, value $2,733,578.

    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 39,114 shares
    Change vs previous 13F +1,383 shares

    0.05% of the 13F portfolio, value $2,616,729.

    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 37,731 shares
    Change vs previous 13F +1,165 shares

    0.05% of the 13F portfolio, value $2,465,729.

    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 36,566 shares
    Change vs previous 13F +653 shares

    0.06% of the 13F portfolio, value $2,347,566.

    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 35,913 shares
    Change vs previous 13F -2,478 shares

    0.05% of the 13F portfolio, value $2,267,876.

    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 38,391 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,547,985.

    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).