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Vista Cima Wealth Management LLC: XMHQ position timeline

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

Vista Cima Wealth Management LLC held 34,417 XMHQ 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 34,417 shares
    Change vs previous 13F +613 shares

    2.89% of the 13F portfolio, value $3,884,991.

    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 33,804 shares
    Change vs previous 13F -13,109 shares

    3.45% of the 13F portfolio, value $3,494,319.

    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 46,913 shares
    Change vs previous 13F +2,374 shares

    4.01% of the 13F portfolio, value $4,804,829.

    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 44,539 shares
    Change vs previous 13F +1,967 shares

    3.9% of the 13F portfolio, value $4,674,790.

    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 42,572 shares
    Change vs previous 13F +985 shares

    3.91% of the 13F portfolio, value $4,182,245.

    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 41,587 shares
    Change vs previous 13F +2,575 shares

    4.1% of the 13F portfolio, value $3,806,425.

    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 39,012 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $3,841,466.

    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).