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Vista Cima Wealth Management LLC: SMLF position timeline

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

Vista Cima Wealth Management LLC held 60,239 SMLF 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 60,239 shares
    Change vs previous 13F +532 shares

    4% of the 13F portfolio, value $5,369,704.

    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 59,707 shares
    Change vs previous 13F -3,686 shares

    4.45% of the 13F portfolio, value $4,507,281.

    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 63,393 shares
    Change vs previous 13F +1,797 shares

    3.96% of the 13F portfolio, value $4,746,868.

    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 61,596 shares
    Change vs previous 13F +2,292 shares

    3.82% of the 13F portfolio, value $4,579,697.

    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 59,304 shares
    Change vs previous 13F +1,858 shares

    3.77% of the 13F portfolio, value $4,029,722.

    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 57,446 shares
    Change vs previous 13F +2,870 shares

    3.84% of the 13F portfolio, value $3,570,844.

    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 54,576 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $3,683,868.

    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).