Current Market Value 320,667,971
Current Holdings 78
Most Recent File Date 2025-08-14
Total Filings on Record 32
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Vista Private Wealth Partners. LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 78 320,668
2025-05-07 2025-03-31 13F-HR 70 277,863
2025-02-04 2024-12-31 13F-HR 231 258,380
2024-12-03 2024-09-30 13F-HR/A 1 R 159 263,304
2024-10-31 2024-09-30 13F-HR 234 250,664
2024-08-05 2024-06-30 13F-HR 234 250,664
2024-05-14 2024-03-31 13F-HR 95 258,733
2024-02-13 2023-12-31 13F-HR 85 215,805
2023-10-11 2023-09-30 13F-HR 96 238,967
2023-07-18 2023-06-30 13F-HR 97 241,628
2023-05-09 2023-03-31 13F-HR 95 227,323
2023-01-13 2022-12-31 13F-HR 101 210,852
2022-10-13 2022-09-30 13F-HR 90 179,352
2022-07-13 2022-06-30 13F-HR 92 212,385
2022-04-13 2022-03-31 13F-HR 94 251,526
2022-01-19 2021-12-31 13F-HR 97 261,781
2021-10-13 2021-09-30 13F-HR 95 242,013
2021-07-14 2021-06-30 13F-HR 94 238,819
2021-04-14 2021-03-31 13F-HR 74 171,324
2021-01-20 2020-12-31 13F-HR 85 200,929
2020-12-22 2020-09-30 13F-HR 75 171,592
2020-07-15 2020-06-30 13F-HR 77 163,770
2020-04-16 2020-03-31 13F-HR 68 136,210
2020-01-08 2019-12-31 13F-HR 73 173,012
2019-10-16 2019-09-30 13F-HR 223 166,054
2019-08-27 2019-06-30 13F-HR 69 156,874
2019-04-18 2019-03-31 13F-HR 70 153,090
2019-02-14 2018-12-31 13F-HR 67 139,461
2018-11-15 2018-09-30 13F-HR 68 133,129
2018-05-15 2018-03-31 13F-HR 53 112,192
2018-02-26 2017-12-31 13F-HR 65 132,398
2017-12-05 2017-09-30 13F-HR 60 127,932