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Vista Cima Wealth Management LLC: VO position timeline

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

Vista Cima Wealth Management LLC held 61,736 VO 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 61,736 shares
    Change vs previous 13F +46,584 shares

    3.7% of the 13F portfolio, value $4,974,099.

    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 15,152 shares
    Change vs previous 13F -4,558 shares

    4.3% of the 13F portfolio, value $4,351,380.

    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 19,710 shares
    Change vs previous 13F +991 shares

    4.77% of the 13F portfolio, value $5,720,241.

    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 18,719 shares
    Change vs previous 13F +695 shares

    4.58% of the 13F portfolio, value $5,498,595.

    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 18,024 shares
    Change vs previous 13F +540 shares

    4.72% of the 13F portfolio, value $5,043,701.

    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 17,484 shares
    Change vs previous 13F +3,969 shares

    4.87% of the 13F portfolio, value $4,521,754.

    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 13,515 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $3,569,735.

    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).