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Disclosery

Vest Financial, LLC: BEN position timeline

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

Vest Financial, LLC held 1,782,616 BEN 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 1,782,616 shares
    Change vs previous 13F -250,533 shares

    0.62% of the 13F portfolio, value $59,307,634.

    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 2,033,149 shares
    Change vs previous 13F -150,440 shares

    0.58% of the 13F portfolio, value $48,022,979.

    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 2,183,589 shares
    Change vs previous 13F -34,541 shares

    0.66% of the 13F portfolio, value $52,165,942.

    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 2,218,130 shares
    Change vs previous 13F -686,345 shares

    0.67% of the 13F portfolio, value $51,305,347.

    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 2,904,475 shares
    Change vs previous 13F +175,597 shares

    0.98% of the 13F portfolio, value $69,271,729.

    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 2,728,878 shares
    Change vs previous 13F -194,521 shares

    0.82% of the 13F portfolio, value $52,530,902.

    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 2,923,399 shares
    Change vs previous 13F +709,736 shares

    1.05% of the 13F portfolio, value $59,315,766.

    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 2,213,663 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $44,605,310.

    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).