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VISTA INVESTMENT PARTNERS II, LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VISTA INVESTMENT PARTNERS II, LLC on AEP, newest first. How the timeline and the estimate are built.

VISTA INVESTMENT PARTNERS II, LLC held 3,192 AEP shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,192 shares
    Change vs previous 13F -216 shares

    0.15% of the 13F portfolio, value $378,744.

    13F-HR 0002035219-26-000005 filed by VISTA INVESTMENT PARTNERS II, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,408 shares
    Change vs previous 13F +5 shares

    0.18% of the 13F portfolio, value $466,244.

    13F-HR 0002035219-26-000003 filed by VISTA INVESTMENT PARTNERS II, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,403 shares
    Change vs previous 13F -66 shares

    0.2% of the 13F portfolio, value $446,026.

    13F-HR 0002035219-26-000002 filed by VISTA INVESTMENT PARTNERS II, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,469 shares
    Change vs previous 13F -11 shares

    0.17% of the 13F portfolio, value $399,990.

    13F-HR 0002035219-26-000001 filed by VISTA INVESTMENT PARTNERS II, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,480 shares
    Change vs previous 13F +6 shares

    0.18% of the 13F portfolio, value $391,483.

    13F-HR 0002035219-25-000008 filed by VISTA INVESTMENT PARTNERS II, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,474 shares
    Change vs previous 13F -114 shares

    0.17% of the 13F portfolio, value $360,419.

    13F-HR 0002035219-25-000005 filed by VISTA INVESTMENT PARTNERS II, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,588 shares
    Change vs previous 13F -73 shares

    0.22% of the 13F portfolio, value $392,062.

    13F-HR 0002035219-25-000004 filed by VISTA INVESTMENT PARTNERS II, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,661 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $337,621.

    13F-HR 0002035219-25-000001 filed by VISTA INVESTMENT PARTNERS II, LLC
    Filed (acceptance time not in the bulk data set), ingested

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