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Vest Financial, LLC: ADI position timeline

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

Vest Financial, LLC held 36,400 ADI 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 36,400 shares
    Change vs previous 13F +12,680 shares

    0.15% of the 13F portfolio, value $14,456,988.

    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 23,720 shares
    Change vs previous 13F -1,124 shares

    0.09% of the 13F portfolio, value $7,546,281.

    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 24,844 shares
    Change vs previous 13F +8,532 shares

    0.09% of the 13F portfolio, value $6,737,693.

    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 16,312 shares
    Change vs previous 13F +3,702 shares

    0.05% of the 13F portfolio, value $4,007,858.

    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 12,610 shares
    Change vs previous 13F +2,978 shares

    0.04% of the 13F portfolio, value $3,001,432.

    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 9,632 shares
    Change vs previous 13F +2,655 shares

    0.03% of the 13F portfolio, value $1,942,485.

    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 6,977 shares
    Change vs previous 13F +2,252 shares

    0.03% of the 13F portfolio, value $1,482,333.

    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 4,725 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,087,553.

    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).