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Vest Financial, LLC: BF-B position timeline

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

Vest Financial, LLC held 1,688,989 BF-B 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 1,688,989 shares
    Change vs previous 13F -159,789 shares

    0.47% of the 13F portfolio, value $45,011,557.

    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 1,848,778 shares
    Change vs previous 13F +92,737 shares

    0.59% of the 13F portfolio, value $48,881,690.

    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 1,756,041 shares
    Change vs previous 13F -4,222 shares

    0.58% of the 13F portfolio, value $45,762,428.

    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 1,760,263 shares
    Change vs previous 13F +215,637 shares

    0.62% of the 13F portfolio, value $47,667,922.

    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 1,544,626 shares
    Change vs previous 13F -71,617 shares

    0.59% of the 13F portfolio, value $41,565,885.

    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 1,616,243 shares
    Change vs previous 13F +457,598 shares

    0.85% of the 13F portfolio, value $54,855,288.

    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 1,158,645 shares
    Change vs previous 13F +34,401 shares

    0.78% of the 13F portfolio, value $44,005,337.

    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 1,124,244 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $55,312,805.

    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).