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VISTA INVESTMENT MANAGEMENT: SPDW position timeline

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

VISTA INVESTMENT MANAGEMENT held 73,785 SPDW 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 73,785 shares
    Change vs previous 13F +102 shares

    1.12% of the 13F portfolio, value $3,718,011.

    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 73,683 shares
    Change vs previous 13F +2,064 shares

    1.13% of the 13F portfolio, value $3,363,644.

    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 71,619 shares
    Change vs previous 13F +6,860 shares

    1.05% of the 13F portfolio, value $3,180,594.

    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 64,759 shares
    Change vs previous 13F +554 shares

    0.97% of the 13F portfolio, value $2,771,032.

    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 64,205 shares
    Change vs previous 13F +2,521 shares

    0.96% of the 13F portfolio, value $2,599,655.

    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 61,684 shares
    Change vs previous 13F -712 shares

    0.88% of the 13F portfolio, value $2,245,932.

    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 62,396 shares
    Change vs previous 13F +415 shares

    0.81% of the 13F portfolio, value $2,129,592.

    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 61,981 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $2,328,025.

    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).