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Vista Cima Wealth Management LLC: AGZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vista Cima Wealth Management LLC on AGZ, newest first. How the timeline and the estimate are built.

Vista Cima Wealth Management LLC held 17,873 AGZ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,873 shares
    Change vs previous 13F +1,292 shares

    1.45% of the 13F portfolio, value $1,953,099.

    13F-HR 0002055907-26-000003 filed by Vista Cima Wealth Management LLC
    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 16,581 shares
    Change vs previous 13F -1,734 shares

    1.8% of the 13F portfolio, value $1,819,102.

    13F-HR 0002055907-26-000002 filed by Vista Cima Wealth Management LLC
    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 18,315 shares
    Change vs previous 13F +118 shares

    1.68% of the 13F portfolio, value $2,019,229.

    13F-HR 0002055907-26-000001 filed by Vista Cima Wealth Management LLC
    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 18,197 shares
    Change vs previous 13F +858 shares

    1.67% of the 13F portfolio, value $2,008,403.

    13F-HR 0002055907-25-000005 filed by Vista Cima Wealth Management LLC
    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 17,339 shares
    Change vs previous 13F -196 shares

    1.78% of the 13F portfolio, value $1,902,088.

    13F-HR 0001085146-25-004790 filed by Vista Cima Wealth Management LLC
    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/A 17,535 shares
    Change vs previous 13F +1,894 shares

    2.07% of the 13F portfolio, value $1,919,030.

    13F-HR/A 0001085146-25-003411 filed by Vista Cima Wealth Management LLC
    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 15,641 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $1,688,602.

    13F-HR 0001085146-25-001685 filed by Vista Cima Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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