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Vest Financial, LLC: BDX position timeline

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

Vest Financial, LLC held 309,901 BDX 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 309,901 shares
    Change vs previous 13F -3,219 shares

    0.49% of the 13F portfolio, value $46,897,318.

    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 313,120 shares
    Change vs previous 13F +50,891 shares

    0.59% of the 13F portfolio, value $49,231,857.

    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 262,229 shares
    Change vs previous 13F -36,372 shares

    0.65% of the 13F portfolio, value $50,890,781.

    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 298,601 shares
    Change vs previous 13F +34,599 shares

    0.73% of the 13F portfolio, value $55,889,149.

    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 264,002 shares
    Change vs previous 13F +38,808 shares

    0.64% of the 13F portfolio, value $45,474,345.

    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 225,194 shares
    Change vs previous 13F -12,659 shares

    0.8% of the 13F portfolio, value $51,582,937.

    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 237,853 shares
    Change vs previous 13F +31,141 shares

    0.96% of the 13F portfolio, value $53,961,710.

    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 206,712 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $49,838,263.

    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).