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Disclosery

Vest Financial, LLC: BKR position timeline

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

Vest Financial, LLC held 1,131,615 BKR 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 1,131,615 shares
    Change vs previous 13F -32,808 shares

    0.66% of the 13F portfolio, value $62,804,633.

    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 1,164,423 shares
    Change vs previous 13F +59,339 shares

    0.85% of the 13F portfolio, value $71,088,024.

    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 1,105,084 shares
    Change vs previous 13F +43,828 shares

    0.64% of the 13F portfolio, value $50,325,526.

    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 1,061,256 shares
    Change vs previous 13F +318,762 shares

    0.68% of the 13F portfolio, value $51,704,392.

    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 742,494 shares
    Change vs previous 13F +296,796 shares

    0.4% of the 13F portfolio, value $28,467,220.

    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 445,698 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $19,588,427.

    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).