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VISTA INVESTMENT PARTNERS II, LLC: CFG position timeline

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

VISTA INVESTMENT PARTNERS II, LLC held 46,816 CFG 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 46,816 shares
    Change vs previous 13F +1,172 shares

    1.2% of the 13F portfolio, value $2,984,988.

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

  2. period ended2026-06-30
    13F 45,644 shares
    Change vs previous 13F -196 shares

    1.25% of the 13F portfolio, value $3,198,275.

    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 45,840 shares
    Change vs previous 13F +1,502 shares

    1.23% of the 13F portfolio, value $2,749,025.

    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 44,338 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,589,783.

    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).