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Disclosery

Vest Financial, LLC: ADP position timeline

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

Vest Financial, LLC held 499,747 ADP 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 499,747 shares
    Change vs previous 13F +85,629 shares

    1.18% of the 13F portfolio, value $111,918,341.

    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 414,118 shares
    Change vs previous 13F +75,095 shares

    1.01% of the 13F portfolio, value $84,140,494.

    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 339,023 shares
    Change vs previous 13F +14,384 shares

    1.11% of the 13F portfolio, value $87,206,886.

    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 324,639 shares
    Change vs previous 13F +8,634 shares

    1.24% of the 13F portfolio, value $95,281,548.

    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 316,005 shares
    Change vs previous 13F +1,117 shares

    1.38% of the 13F portfolio, value $97,455,942.

    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 314,888 shares
    Change vs previous 13F +118,112 shares

    1.49% of the 13F portfolio, value $96,207,731.

    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 196,776 shares
    Change vs previous 13F -1,450 shares

    1.02% of the 13F portfolio, value $57,602,239.

    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 198,226 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $54,855,081.

    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).