VISTA INVESTMENT PARTNERS LLC: SPY position timeline

VISTA INVESTMENT PARTNERS LLC held 18,507 SPY 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 18,507 shares

   Change vs previous 13F +21 shares

   3.68% of the 13F portfolio, value $14,113,700.

   13F-HR 0002085853-26-001115 filed by VISTA INVESTMENT PARTNERS LLC
   Accepted 2026-10-08 14:09:00 UTC, ingested 2026-10-08 14:09:53 UTC

2. period ended2026-06-30

   13F 18,486 shares

   Change vs previous 13F +29 shares

   3.49% of the 13F portfolio, value $13,804,521.

   13F-HR 0002085853-26-000671 filed by VISTA INVESTMENT PARTNERS LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 18,457 shares

   Change vs previous 13F +32 shares

   3.18% of the 13F portfolio, value $12,003,554.

   13F-HR 0002085853-26-000317 filed by VISTA INVESTMENT PARTNERS LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 18,425 shares

   Change vs previous 13F +10 shares

   3.3% of the 13F portfolio, value $12,564,418.

   13F-HR 0002085853-26-000039 filed by VISTA INVESTMENT PARTNERS LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 18,415 shares

   Change vs previous 13F +39 shares

   3.43% of the 13F portfolio, value $12,267,888.

   13F-HR 0002085853-25-000101 filed by VISTA INVESTMENT PARTNERS LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 18,376 shares

   Change vs previous 13F +56 shares

   3.27% of the 13F portfolio, value $11,353,347.

   13F-HR 0001667731-25-000766 filed by VISTA INVESTMENT PARTNERS LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 18,320 shares

   Change vs previous 13F +58 shares

   3.12% of the 13F portfolio, value $10,248,137.

   13F-HR 0001667731-25-000450 filed by VISTA INVESTMENT PARTNERS LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 18,262 shares

   Change vs previous 13F not available

   3.34% of the 13F portfolio, value $10,702,902.

   13F-HR 0001667731-25-000070 filed by VISTA INVESTMENT PARTNERS LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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