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Vista Cima Wealth Management LLC: BIV position timeline

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

Vista Cima Wealth Management LLC held 16,275 BIV 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 16,275 shares
    Change vs previous 13F +1,262 shares

    0.93% of the 13F portfolio, value $1,248,293.

    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 15,013 shares
    Change vs previous 13F -1,244 shares

    1.14% of the 13F portfolio, value $1,158,703.

    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 16,257 shares
    Change vs previous 13F +12 shares

    1.06% of the 13F portfolio, value $1,266,095.

    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 16,245 shares
    Change vs previous 13F +591 shares

    1.06% of the 13F portfolio, value $1,268,572.

    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 15,654 shares
    Change vs previous 13F -98 shares

    1.13% of the 13F portfolio, value $1,210,680.

    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 15,752 shares
    Change vs previous 13F +1,277 shares

    1.3% of the 13F portfolio, value $1,206,131.

    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 14,475 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,081,717.

    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).