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Disclosery

VISTA FINANCE, LLC: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VISTA FINANCE, LLC on IVV, newest first. How the timeline and the estimate are built.

VISTA FINANCE, LLC held 16,853 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,853 shares
    Change vs previous 13F +13,289 shares

    7.05% of the 13F portfolio, value $12,621,043.

    13F-HR 0001172661-26-002639 filed by VISTA FINANCE, 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 3,564 shares
    Change vs previous 13F +1,304 shares

    1.85% of the 13F portfolio, value $2,328,040.

    13F-HR 0001172661-26-001594 filed by VISTA FINANCE, 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 2,260 shares
    Change vs previous 13F +192 shares

    1.03% of the 13F portfolio, value $1,547,964.

    13F-HR 0001172661-26-000324 filed by VISTA FINANCE, 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 2,068 shares
    Change vs previous 13F -15 shares

    0.92% of the 13F portfolio, value $1,384,112.

    13F-HR 0001172661-25-004198 filed by VISTA FINANCE, 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 2,083 shares
    Change vs previous 13F -675 shares

    1.12% of the 13F portfolio, value $1,293,335.

    13F-HR 0001172661-25-002769 filed by VISTA FINANCE, 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 2,758 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $1,549,720.

    13F-HR 0001172661-25-001501 filed by VISTA FINANCE, 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 2,758 shares
    Change vs previous 13F 0 shares

    1.67% of the 13F portfolio, value $1,623,579.

    13F-HR 0001172661-25-000425 filed by VISTA FINANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,758 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $1,590,870.

    13F-HR 0001172661-24-004360 filed by VISTA FINANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).