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Disclosery

Vest Financial, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vest Financial, LLC on AAPL, newest first. How the timeline and the estimate are built.

Vest Financial, LLC held 403,159 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 403,159 shares
    Change vs previous 13F +64,498 shares

    1.22% of the 13F portfolio, value $116,658,091.

    13F-HR 0001709632-26-000006 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 338,661 shares
    Change vs previous 13F +28,197 shares

    1.03% of the 13F portfolio, value $85,948,774.

    13F-HR 0001709632-26-000004 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 310,464 shares
    Change vs previous 13F -11,865 shares

    1.07% of the 13F portfolio, value $84,402,744.

    13F-HR 0001709632-26-000002 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 322,329 shares
    Change vs previous 13F +48,671 shares

    1.07% of the 13F portfolio, value $82,074,633.

    13F-HR 0001709632-25-000006 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 273,658 shares
    Change vs previous 13F +1,909 shares

    0.79% of the 13F portfolio, value $56,146,411.

    13F-HR 0001085146-25-004177 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 271,749 shares
    Change vs previous 13F +83,423 shares

    0.94% of the 13F portfolio, value $60,363,604.

    13F-HR 0001085146-25-002044 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 188,326 shares
    Change vs previous 13F +22,555 shares

    0.83% of the 13F portfolio, value $47,160,598.

    13F-HR 0001085146-25-000544 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 165,771 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $38,624,643.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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