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
- period ended2026-06-3013F 1,688,989 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,848,778 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,756,041 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,760,263 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,544,626 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,616,243 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,158,645 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,124,244 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).