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Vista Cima Wealth Management LLC: VCSH position timeline

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

Vista Cima Wealth Management LLC held 6,604 VCSH 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 6,604 shares
    Change vs previous 13F +1,315 shares

    0.39% of the 13F portfolio, value $521,914.

    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 5,289 shares
    Change vs previous 13F +407 shares

    0.41% of the 13F portfolio, value $419,259.

    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 4,882 shares
    Change vs previous 13F +28 shares

    0.32% of the 13F portfolio, value $389,242.

    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 4,854 shares
    Change vs previous 13F +248 shares

    0.32% of the 13F portfolio, value $387,980.

    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 4,606 shares
    Change vs previous 13F +77 shares

    0.34% of the 13F portfolio, value $366,177.

    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 4,529 shares
    Change vs previous 13F +415 shares

    0.38% of the 13F portfolio, value $357,519.

    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 4,114 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $320,933.

    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).