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VISTA INVESTMENT PARTNERS LLC: CFG position timeline

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

VISTA INVESTMENT PARTNERS LLC held 68,206 CFG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 68,206 shares
    Change vs previous 13F -1,516 shares

    1.13% of the 13F portfolio, value $4,348,964.

    13F-HR 0002085853-26-001115 filed by VISTA INVESTMENT PARTNERS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 69,722 shares
    Change vs previous 13F -1,515 shares

    1.23% of the 13F portfolio, value $4,885,834.

    13F-HR 0002085853-26-000671 filed by VISTA INVESTMENT PARTNERS 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 71,237 shares
    Change vs previous 13F +2,658 shares

    1.13% of the 13F portfolio, value $4,268,570.

    13F-HR 0002085853-26-000317 filed by VISTA INVESTMENT PARTNERS 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 68,579 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $4,005,699.

    13F-HR 0002085853-26-000039 filed by VISTA INVESTMENT PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).