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VISTA INVESTMENT MANAGEMENT: SPIB position timeline

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

VISTA INVESTMENT MANAGEMENT held 263,457 SPIB 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 263,457 shares
    Change vs previous 13F +18,138 shares

    2.66% of the 13F portfolio, value $8,815,282.

    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 245,319 shares
    Change vs previous 13F -3,214 shares

    2.76% of the 13F portfolio, value $8,228,010.

    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 248,533 shares
    Change vs previous 13F +21,560 shares

    2.78% of the 13F portfolio, value $8,402,912.

    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 226,973 shares
    Change vs previous 13F -667 shares

    2.69% of the 13F portfolio, value $7,692,126.

    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 227,640 shares
    Change vs previous 13F +4,181 shares

    2.84% of the 13F portfolio, value $7,644,162.

    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 223,459 shares
    Change vs previous 13F +1,270 shares

    2.9% of the 13F portfolio, value $7,427,776.

    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 222,189 shares
    Change vs previous 13F +16,853 shares

    2.76% of the 13F portfolio, value $7,278,910.

    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 205,336 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $6,921,880.

    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).