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VISTA INVESTMENT PARTNERS II, LLC: AGG position timeline

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

VISTA INVESTMENT PARTNERS II, LLC held 35,366 AGG 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 35,366 shares
    Change vs previous 13F -351 shares

    1.35% of the 13F portfolio, value $3,343,502.

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

  2. period ended2026-06-30
    13F 35,717 shares
    Change vs previous 13F -2,678 shares

    1.39% of the 13F portfolio, value $3,535,269.

    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 38,395 shares
    Change vs previous 13F +2,791 shares

    1.71% of the 13F portfolio, value $3,811,472.

    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 35,604 shares
    Change vs previous 13F +3,073 shares

    1.53% of the 13F portfolio, value $3,556,128.

    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 32,531 shares
    Change vs previous 13F -507 shares

    1.52% of the 13F portfolio, value $3,261,233.

    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 33,038 shares
    Change vs previous 13F -6,396 shares

    1.58% of the 13F portfolio, value $3,277,370.

    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 39,434 shares
    Change vs previous 13F +1,855 shares

    2.16% of the 13F portfolio, value $3,900,811.

    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 37,579 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $3,641,405.

    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).