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Disclosery

Vest Financial, LLC: BHE position timeline

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

Vest Financial, LLC held 2,195 BHE 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 2,195 shares
    Change vs previous 13F -42,930 shares

    <0.01% of the 13F portfolio, value $216,581.

    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 45,125 shares
    Change vs previous 13F -30,304 shares

    0.03% of the 13F portfolio, value $2,529,708.

    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 75,429 shares
    Change vs previous 13F -18,932 shares

    0.04% of the 13F portfolio, value $3,225,344.

    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 94,361 shares
    Change vs previous 13F -9,462 shares

    0.05% of the 13F portfolio, value $3,637,616.

    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 103,823 shares
    Change vs previous 13F +44,699 shares

    0.06% of the 13F portfolio, value $4,031,447.

    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 59,124 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,248,486.

    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).