Skip to content
Disclosery

Vest Financial, LLC: ALL position timeline

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

Vest Financial, LLC held 299,585 ALL 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 299,585 shares
    Change vs previous 13F +33,458 shares

    0.75% of the 13F portfolio, value $71,283,255.

    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 266,127 shares
    Change vs previous 13F +89,141 shares

    0.66% of the 13F portfolio, value $55,178,772.

    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 176,986 shares
    Change vs previous 13F +66,923 shares

    0.47% of the 13F portfolio, value $36,839,636.

    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 110,063 shares
    Change vs previous 13F +62,535 shares

    0.31% of the 13F portfolio, value $23,625,023.

    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 47,528 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $9,567,861.

    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).