Entity Type
Company
- Info
- Portfolio
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Vista Cima Wealth Management LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0002055907.
Total Filings
7
Latest Filing
11 Feb 2026
Industry
n/a
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- Business address
- 14985 W Bell Rd; Ste 150, Surprise, AZ, 85374
- Top securities (13F)
- QQQ, SCHG, NVDA, AAPL, VO, DGRO, MSFT, XMHQ, SMLF, SPDW, SCHD, ROUS, IEFA, AVGO, SPMO, AMZN, AGZ, JPST, ICSH, and XMMO
- State of incorporation
- AZ
- Fiscal year end
- 31 December
Quick Takeaways
- Vista Cima Wealth Management LLC is an SEC filer tracked under CIK 0002055907.
- 7 filings are listed on this profile.
- Common form coverage includes 13F-HR, N-PX, 13F-HR/A.
What Changed
- Latest filing: 13F-HR filed on 11 Feb 2026.
- Report period: 31 Dec 2025.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Official SEC Source
Filer Overview
Vista Cima Wealth Management LLC has filed 7 SEC EDGAR filings since 14 Feb 2025. Common forms include 13F-HR, N-PX, 13F-HR/A.
Latest Filings
Recent SEC filings for Vista Cima Wealth Management LLC with direct links to document and filing folders.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 11 Feb 2026 | 31 Dec 2025 | 028-25316 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 14 Nov 2025 | 30 Sep 2025 | 028-25316 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 26 Aug 2025 | 30 Jun 2025 | 028-25316 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 11 Aug 2025 | 30 Jun 2025 | 028-25316 | |
| 13F-HR/A | Open 13F-HR/A document | View SEC filing for 13F-HR/A | 28 May 2025 | 31 Mar 2025 | 028-25316 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 15 May 2025 | 31 Mar 2025 | 028-25316 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 14 Feb 2025 | 31 Dec 2024 | 028-25316 |
About this filer
Vista Cima Wealth Management LLC files with the SEC under CIK 0002055907. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- 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.