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Vista Cima Wealth Management LLC: SPDW position timeline

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

Vista Cima Wealth Management LLC held 163,583 SPDW 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 163,583 shares
    Change vs previous 13F +6,865 shares

    6.14% of the 13F portfolio, value $8,242,947.

    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 156,718 shares
    Change vs previous 13F +52,291 shares

    7.07% of the 13F portfolio, value $7,154,177.

    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 104,427 shares
    Change vs previous 13F +1,963 shares

    3.87% of the 13F portfolio, value $4,637,603.

    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 102,464 shares
    Change vs previous 13F +2,106 shares

    3.65% of the 13F portfolio, value $4,384,430.

    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 100,358 shares
    Change vs previous 13F -861 shares

    3.8% of the 13F portfolio, value $4,063,491.

    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 101,219 shares
    Change vs previous 13F -20,797 shares

    3.97% of the 13F portfolio, value $3,685,384.

    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 122,016 shares
    Change vs previous 13F not available

    4.33% of the 13F portfolio, value $4,164,406.

    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).