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VISTA INVESTMENT MANAGEMENT: MSFT position timeline

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

VISTA INVESTMENT MANAGEMENT held 4,445 MSFT 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 4,445 shares
    Change vs previous 13F +528 shares

    0.5% of the 13F portfolio, value $1,658,178.

    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 3,917 shares
    Change vs previous 13F +170 shares

    0.49% of the 13F portfolio, value $1,450,059.

    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 3,747 shares
    Change vs previous 13F +1 shares

    0.6% of the 13F portfolio, value $1,812,259.

    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 3,746 shares
    Change vs previous 13F -85 shares

    0.68% of the 13F portfolio, value $1,940,385.

    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 3,831 shares
    Change vs previous 13F -288 shares

    0.71% of the 13F portfolio, value $1,905,716.

    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 4,119 shares
    Change vs previous 13F -145 shares

    0.6% of the 13F portfolio, value $1,546,310.

    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 4,264 shares
    Change vs previous 13F -204 shares

    0.68% of the 13F portfolio, value $1,797,364.

    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 4,468 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,922,601.

    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).