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VISTA INVESTMENT PARTNERS II, LLC: IPKW position timeline

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

VISTA INVESTMENT PARTNERS II, LLC held 0 IPKW shares at 2026-03-31 per its 13F-HR filed 2026-04-23.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -37,996 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 37,996 shares
    Change vs previous 13F +2,068 shares

    0.91% of the 13F portfolio, value $2,111,537.

    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).

  3. period ended2025-09-30
    13F 35,928 shares
    Change vs previous 13F +9,916 shares

    0.88% of the 13F portfolio, value $1,893,046.

    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).

  4. period ended2025-06-30
    13F 26,012 shares
    Change vs previous 13F +13,233 shares

    0.61% of the 13F portfolio, value $1,265,484.

    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).

  5. period ended2025-03-31
    13F 12,779 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $583,489.

    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).