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VISTA INVESTMENT PARTNERS II, LLC: USB position timeline

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

VISTA INVESTMENT PARTNERS II, LLC held 70,467 USB 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 70,467 shares
    Change vs previous 13F -998 shares

    1.64% of the 13F portfolio, value $4,070,203.

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

  2. period ended2026-06-30
    13F 71,465 shares
    Change vs previous 13F -699 shares

    1.69% of the 13F portfolio, value $4,316,462.

    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 72,164 shares
    Change vs previous 13F -107 shares

    1.68% of the 13F portfolio, value $3,753,256.

    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 72,271 shares
    Change vs previous 13F -455 shares

    1.66% of the 13F portfolio, value $3,856,395.

    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 72,726 shares
    Change vs previous 13F +32 shares

    1.64% of the 13F portfolio, value $3,514,864.

    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 72,694 shares
    Change vs previous 13F -99 shares

    1.59% of the 13F portfolio, value $3,289,385.

    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 72,793 shares
    Change vs previous 13F -228 shares

    1.7% of the 13F portfolio, value $3,073,331.

    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 73,021 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $3,492,578.

    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).