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VISTA INVESTMENT PARTNERS LLC: PM position timeline

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

VISTA INVESTMENT PARTNERS LLC held 8,103 PM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,103 shares
    Change vs previous 13F +11 shares

    0.4% of the 13F portfolio, value $1,546,214.

    13F-HR 0002085853-26-001115 filed by VISTA INVESTMENT PARTNERS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,092 shares
    Change vs previous 13F -80 shares

    0.37% of the 13F portfolio, value $1,463,924.

    13F-HR 0002085853-26-000671 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 8,172 shares
    Change vs previous 13F -4,619 shares

    0.36% of the 13F portfolio, value $1,351,158.

    13F-HR 0002085853-26-000317 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 12,791 shares
    Change vs previous 13F -2,036 shares

    0.54% of the 13F portfolio, value $2,051,676.

    13F-HR 0002085853-26-000039 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 14,827 shares
    Change vs previous 13F +7,373 shares

    0.67% of the 13F portfolio, value $2,404,939.

    13F-HR 0002085853-25-000101 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 7,454 shares
    Change vs previous 13F +20 shares

    0.39% of the 13F portfolio, value $1,357,597.

    13F-HR 0001667731-25-000766 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 7,434 shares
    Change vs previous 13F +16 shares

    0.36% of the 13F portfolio, value $1,179,999.

    13F-HR 0001667731-25-000450 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 7,418 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $892,756.

    13F-HR 0001667731-25-000070 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).