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Disclosery

Vest Financial, LLC: BNY position timeline

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

Vest Financial, LLC held 528,232 BNY 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 528,232 shares
    Change vs previous 13F -409 shares

    0.8% of the 13F portfolio, value $76,387,630.

    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 528,641 shares
    Change vs previous 13F +34,526 shares

    0.75% of the 13F portfolio, value $62,712,682.

    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 494,115 shares
    Change vs previous 13F -3,715 shares

    0.73% of the 13F portfolio, value $57,361,811.

    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 497,830 shares
    Change vs previous 13F -3,063 shares

    0.71% of the 13F portfolio, value $54,243,557.

    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 500,893 shares
    Change vs previous 13F -12,915 shares

    0.65% of the 13F portfolio, value $45,636,361.

    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 513,808 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $43,093,077.

    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).