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VISTA INVESTMENT PARTNERS II, LLC: SGOV position timeline

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

VISTA INVESTMENT PARTNERS II, LLC held 35,305 SGOV 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 35,305 shares
    Change vs previous 13F +1,691 shares

    1.43% of the 13F portfolio, value $3,554,507.

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

  2. period ended2026-06-30
    13F 33,614 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $3,383,921.

    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 ยง4.2).