Skip to content
Disclosery

VISTA INVESTMENT MANAGEMENT: FBIZ position timeline

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

VISTA INVESTMENT MANAGEMENT held 52,349 FBIZ shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,349 shares
    Change vs previous 13F -421 shares

    1% of the 13F portfolio, value $3,306,889.

    13F-HR 0001740140-26-000003 filed by VISTA INVESTMENT MANAGEMENT
    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 52,770 shares
    Change vs previous 13F +33 shares

    0.95% of the 13F portfolio, value $2,845,889.

    13F-HR 0001740140-26-000002 filed by VISTA INVESTMENT MANAGEMENT
    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 52,737 shares
    Change vs previous 13F +409 shares

    0.95% of the 13F portfolio, value $2,863,622.

    13F-HR 0001740140-26-000001 filed by VISTA INVESTMENT MANAGEMENT
    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 52,328 shares
    Change vs previous 13F -1,123 shares

    0.94% of the 13F portfolio, value $2,682,312.

    13F-HR 0001740140-25-000007 filed by VISTA INVESTMENT MANAGEMENT
    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 53,451 shares
    Change vs previous 13F -285 shares

    1% of the 13F portfolio, value $2,707,807.

    13F-HR 0001740140-25-000005 filed by VISTA INVESTMENT MANAGEMENT
    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 53,736 shares
    Change vs previous 13F -1,626 shares

    0.99% of the 13F portfolio, value $2,533,633.

    13F-HR 0001740140-25-000004 filed by VISTA INVESTMENT MANAGEMENT
    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 55,362 shares
    Change vs previous 13F -2,219 shares

    0.97% of the 13F portfolio, value $2,562,688.

    13F-HR 0001740140-25-000001 filed by VISTA INVESTMENT MANAGEMENT
    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 57,581 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $2,625,131.

    13F-HR 0001740140-24-000006 filed by VISTA INVESTMENT MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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