Skip to content
Disclosery

VISTA INVESTMENT MANAGEMENT: JAAA position timeline

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

VISTA INVESTMENT MANAGEMENT held 203,868 JAAA 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 203,868 shares
    Change vs previous 13F +11,771 shares

    3.11% of the 13F portfolio, value $10,293,277.

    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 192,097 shares
    Change vs previous 13F +5,494 shares

    3.24% of the 13F portfolio, value $9,675,907.

    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 186,603 shares
    Change vs previous 13F +11,816 shares

    3.12% of the 13F portfolio, value $9,438,361.

    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 174,787 shares
    Change vs previous 13F +13,648 shares

    3.1% of the 13F portfolio, value $8,875,665.

    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 161,139 shares
    Change vs previous 13F +5,198 shares

    3.03% of the 13F portfolio, value $8,177,786.

    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 155,941 shares
    Change vs previous 13F +1,292 shares

    3.09% of the 13F portfolio, value $7,907,763.

    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 154,649 shares
    Change vs previous 13F +16,659 shares

    2.98% of the 13F portfolio, value $7,842,246.

    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 137,990 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $7,020,921.

    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).