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VISTA INVESTMENT MANAGEMENT: QUAL position timeline

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

VISTA INVESTMENT MANAGEMENT held 33,410 QUAL 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 33,410 shares
    Change vs previous 13F -187 shares

    2.21% of the 13F portfolio, value $7,331,217.

    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 33,597 shares
    Change vs previous 13F -740 shares

    2.16% of the 13F portfolio, value $6,444,162.

    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 34,337 shares
    Change vs previous 13F +2,057 shares

    2.25% of the 13F portfolio, value $6,820,020.

    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 32,280 shares
    Change vs previous 13F -512 shares

    2.19% of the 13F portfolio, value $6,278,464.

    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 32,792 shares
    Change vs previous 13F +289 shares

    2.22% of the 13F portfolio, value $5,995,022.

    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 32,503 shares
    Change vs previous 13F +75 shares

    2.17% of the 13F portfolio, value $5,554,427.

    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 32,428 shares
    Change vs previous 13F +81 shares

    2.19% of the 13F portfolio, value $5,774,767.

    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 32,347 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $5,799,747.

    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).