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VISTA INVESTMENT MANAGEMENT: SLQD position timeline

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

VISTA INVESTMENT MANAGEMENT held 40,235 SLQD 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 40,235 shares
    Change vs previous 13F -486 shares

    0.61% of the 13F portfolio, value $2,026,637.

    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 40,721 shares
    Change vs previous 13F -2,252 shares

    0.69% of the 13F portfolio, value $2,056,003.

    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 42,973 shares
    Change vs previous 13F +5,395 shares

    0.72% of the 13F portfolio, value $2,178,731.

    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 37,578 shares
    Change vs previous 13F +85 shares

    0.67% of the 13F portfolio, value $1,910,090.

    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 37,493 shares
    Change vs previous 13F -749 shares

    0.7% of the 13F portfolio, value $1,896,771.

    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 38,242 shares
    Change vs previous 13F -450 shares

    0.75% of the 13F portfolio, value $1,922,808.

    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 38,692 shares
    Change vs previous 13F +1,334 shares

    0.73% of the 13F portfolio, value $1,924,540.

    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 37,358 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $1,883,964.

    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).