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Disclosery

VISTA FINANCE, LLC: XLU position timeline

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

VISTA FINANCE, LLC held 0 XLU shares at 2025-09-30 per its 13F-HR filed 2025-10-08.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -77,608 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 77,608 shares
    Change vs previous 13F -1,295 shares

    5.47% of the 13F portfolio, value $6,337,501.

    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).

  3. period ended2025-03-31
    13F 78,903 shares
    Change vs previous 13F +1,165 shares

    5.4% of the 13F portfolio, value $6,221,482.

    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).

  4. period ended2024-12-31
    13F 77,738 shares
    Change vs previous 13F -436 shares

    6.04% of the 13F portfolio, value $5,883,980.

    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).

  5. period ended2024-09-30
    13F 78,174 shares
    Change vs previous 13F not available

    8.55% of the 13F portfolio, value $6,314,925.

    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).