State location: CA | State of Inc.: DE | Fiscal Year End: 1231
formerly: Vista Wealth Management Group, LLC (filings through 2023-05-04)
| Filings | Format | Description | Filing Date | File/Film Number |
|---|---|---|---|---|
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-25-000145 (34 Act) Size: 132 KB |
2025-04-17 | 028-19727 25846297 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-25-000013 (34 Act) Size: 133 KB |
2025-01-27 | 028-19727 25558479 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-24-000403 (34 Act) Size: 122 KB |
2024-11-06 | 028-19727 241430705 |
| N-PX | Documents | Annual Report of proxy voting record of management investment companies Acc-no: 0001765380-24-000256 (34 Act) Size: 3 KB |
2024-08-02 | 028-19727 241168089 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-24-000244 (34 Act) Size: 111 KB |
2024-07-30 | 028-19727 241156576 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-24-000170 (34 Act) Size: 104 KB |
2024-04-29 | 028-19727 24887690 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-24-000070 (34 Act) Size: 99 KB |
2024-02-12 | 028-19727 24619163 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-23-000249 (34 Act) Size: 93 KB |
2023-11-14 | 028-19727 231407156 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-23-000127 (34 Act) Size: 85 KB |
2023-08-02 | 028-19727 231134799 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-23-000099 (34 Act) Size: 83 KB |
2023-05-04 | 028-19727 23888224 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-23-000023 (34 Act) Size: 83 KB |
2023-02-07 | 028-19727 23594539 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-22-000133 (34 Act) Size: 79 KB |
2022-10-25 | 028-19727 221329123 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-22-000093 (34 Act) Size: 77 KB |
2022-07-14 | 028-19727 221082325 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-22-000057 (34 Act) Size: 80 KB |
2022-05-04 | 028-19727 22890373 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-22-000004 (34 Act) Size: 79 KB |
2022-01-19 | 028-19727 22536226 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-21-000107 (34 Act) Size: 74 KB |
2021-11-02 | 028-19727 211369629 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-21-000076 (34 Act) Size: 69 KB |
2021-07-27 | 028-19727 211117490 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-21-000045 (34 Act) Size: 59 KB |
2021-04-26 | 028-19727 21854644 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-21-000008 (34 Act) Size: 45 KB |
2021-01-25 | 028-19727 21550076 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-20-000084 (34 Act) Size: 47 KB |
2020-10-26 | 028-19727 201259617 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-20-000063 (34 Act) Size: 42 KB |
2020-07-14 | 028-19727 201026737 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-20-000042 (34 Act) Size: 39 KB |
2020-05-01 | 028-19727 20839990 |
| 13F-HR | Documents | Quarterly report filed by institutional managers, Holdings Acc-no: 0001765380-20-000018 (34 Act) Size: 42 KB |
2020-02-03 | 028-19727 20567275 |