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VISTA INVESTMENT MANAGEMENT: SPEM position timeline

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

VISTA INVESTMENT MANAGEMENT held 92,786 SPEM 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 92,786 shares
    Change vs previous 13F -426 shares

    1.45% of the 13F portfolio, value $4,804,438.

    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 93,212 shares
    Change vs previous 13F +1,634 shares

    1.47% of the 13F portfolio, value $4,372,585.

    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 91,578 shares
    Change vs previous 13F +5,559 shares

    1.42% of the 13F portfolio, value $4,286,770.

    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 86,019 shares
    Change vs previous 13F -2,001 shares

    1.41% of the 13F portfolio, value $4,026,553.

    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 88,020 shares
    Change vs previous 13F -2,240 shares

    1.4% of the 13F portfolio, value $3,761,978.

    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 90,260 shares
    Change vs previous 13F -889 shares

    1.39% of the 13F portfolio, value $3,553,554.

    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 91,149 shares
    Change vs previous 13F +516 shares

    1.33% of the 13F portfolio, value $3,497,404.

    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 90,633 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $3,741,349.

    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).