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Vista Cima Wealth Management LLC: XMMO position timeline

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

Vista Cima Wealth Management LLC held 18,680 XMMO 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 18,680 shares
    Change vs previous 13F +186 shares

    2.37% of the 13F portfolio, value $3,178,215.

    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 18,494 shares
    Change vs previous 13F +5,940 shares

    2.65% of the 13F portfolio, value $2,682,000.

    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 12,554 shares
    Change vs previous 13F -60 shares

    1.45% of the 13F portfolio, value $1,738,227.

    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 12,614 shares
    Change vs previous 13F +763 shares

    1.42% of the 13F portfolio, value $1,705,791.

    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 11,851 shares
    Change vs previous 13F +148 shares

    1.43% of the 13F portfolio, value $1,524,394.

    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 11,703 shares
    Change vs previous 13F -2,298 shares

    1.43% of the 13F portfolio, value $1,331,333.

    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 14,001 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $1,729,544.

    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).