A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

Filer Snapshot

Private Vista, LLC

CIK 0001640638. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

Latest Filing

31 Jul 2020

Industry

n/a

Follow future filing-backed changes

Save this filer to return when a new filing changes the portfolio, large-stake, insider, or company context.

Save and revisit

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it

Best next click

Start with the summary below, then verify the strongest source-backed page for this filer.

Open 13F if you want portfolio holdings.
Open 13D/G or insider pages only when this CIK has those rows.

Open 13F portfolio

Source: SEC Form 13F

13F-HR filed on 31 Jul 2020 for CIK 0001640638.

View Source Filing

Business address: 1 N. Lasalle St., 33 Rd Fl., Chicago, IL, 60602
Top securities (13F): IJR, BSCP, BSCO, ULTA, DLN, BSCM, SPY, IWF, MSFT, QAI, BSCN, IWD, BSCS, BSCL, SCHV, HEFA, SDY, SCHB, BSCR, and BRKB
State of incorporation: IL
Fiscal year end: 31 December
Former names: Financial Strategy Network, LLC (to 16 May 2016)

Filer intelligence

What SEC filings say about Private Vista, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

Latest parsed 13F shows $205.27M across 117 reported holdings for Q2 2020.
Largest parsed 13F holding: IJR at $26.21M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed

13F portfolio 117 rows

Quarterly institutional portfolio holdings.

Open

13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open

Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2020 - 31 Jul 2020

IJR

12.8%

Ishares Tr

$26.21M

BSCP

12.1%

Invesco Exch Trd Slf Idx Fd

$24.92M

BSCO

7.4%

Invesco Exch Trd Slf Idx Fd

$15.17M

ULTA

5.7%

Ulta Beauty Inc

$11.8M

DLN

3.9%

Wisdomtree Tr

$7.99M

Latest update

What changed recently for Private Vista, LLC

New filing available

Latest 13F period: Q2 2020. Open the source-backed page to inspect the fresh filing or facts context.

Update date

31 Jul 2020

Page type

Filer profile

Latest period

Q2 2020

Institutional portfolio context was refreshed from a 13F filing filed on 31 Jul 2020.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Private Vista, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q2 2020. That gives you a fresh baseline before you compare this company with peers.

Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Open company facts Browse metric rankings

Filer Overview

Private Vista, LLC has filed 24 SEC EDGAR filings since 16 Feb 2016. Common forms include 13F-HR, SC 13G/A, SC 13G, 13F-HR/A.

Private Vista, LLC SEC filings Private Vista, LLC 13F portfolio

Latest Filings

Recent SEC filings for Private Vista, LLC with direct links to document and filing folders.

13F-HR File 028-17272

13F-HR filing

Filing date: 31 Jul 2020
Reporting date: 30 Jun 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-17272

13F-HR filing

Filing date: 04 May 2020
Reporting date: 31 Mar 2020
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-17272

13F-HR filing

Filing date: 31 Jan 2020
Reporting date: 31 Dec 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-17272

13F-HR filing

Filing date: 22 Oct 2019
Reporting date: 30 Sep 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-17272

13F-HR filing

Filing date: 19 Jul 2019
Reporting date: 30 Jun 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-17272

13F-HR filing

Filing date: 08 May 2019
Reporting date: 31 Mar 2019
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-17272

13F-HR filing

Filing date: 29 Jan 2019
Reporting date: 31 Dec 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-17272

13F-HR filing

Filing date: 13 Nov 2018
Reporting date: 30 Sep 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-17272

13F-HR filing

Filing date: 14 Aug 2018
Reporting date: 30 Jun 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-17272

13F-HR filing

Filing date: 06 Jun 2018
Reporting date: 31 Mar 2018
SEC evidence: Open document Open filing
Next action: Verify source filing

SC 13G/A