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MISSION WEALTH MANAGEMENT, LP: VYM position timeline

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

MISSION WEALTH MANAGEMENT, LP held 90,346 VYM 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 90,346 shares
    Change vs previous 13F +45,103 shares

    0.18% of the 13F portfolio, value $14,277,327.

    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 45,243 shares
    Change vs previous 13F -4,379 shares

    0.14% of the 13F portfolio, value $6,700,450.

    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 49,622 shares
    Change vs previous 13F -2,230 shares

    0.15% of the 13F portfolio, value $7,121,734.

    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 51,852 shares
    Change vs previous 13F +2,276 shares

    0.15% of the 13F portfolio, value $7,308,500.

    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 49,576 shares
    Change vs previous 13F +1,244 shares

    0.14% of the 13F portfolio, value $6,608,959.

    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 48,332 shares
    Change vs previous 13F -1,451 shares

    0.16% of the 13F portfolio, value $6,232,939.

    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 49,783 shares
    Change vs previous 13F -3,972 shares

    0.15% of the 13F portfolio, value $6,351,857.

    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 53,755 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,891,358.

    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).