Skip to content
Disclosery

Vest Financial, LLC: AMT position timeline

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

Vest Financial, LLC held 71,270 AMT 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 71,270 shares
    Change vs previous 13F +1,147 shares

    0.12% of the 13F portfolio, value $11,657,633.

    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 70,123 shares
    Change vs previous 13F +7,304 shares

    0.15% of the 13F portfolio, value $12,101,829.

    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 62,819 shares
    Change vs previous 13F +8,123 shares

    0.14% of the 13F portfolio, value $11,029,131.

    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 54,696 shares
    Change vs previous 13F +10,523 shares

    0.14% of the 13F portfolio, value $10,519,136.

    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 44,173 shares
    Change vs previous 13F +12,454 shares

    0.14% of the 13F portfolio, value $9,763,116.

    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 31,719 shares
    Change vs previous 13F +13,437 shares

    0.11% of the 13F portfolio, value $6,902,055.

    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 18,282 shares
    Change vs previous 13F +4,116 shares

    0.06% of the 13F portfolio, value $3,353,102.

    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 14,166 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,294,444.

    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).