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Vest Financial, LLC: BRC position timeline

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

Vest Financial, LLC held 87,210 BRC 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 87,210 shares
    Change vs previous 13F +41 shares

    0.08% of the 13F portfolio, value $7,985,820.

    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 87,169 shares
    Change vs previous 13F +7,857 shares

    0.09% of the 13F portfolio, value $7,081,610.

    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 79,312 shares
    Change vs previous 13F +25,814 shares

    0.08% of the 13F portfolio, value $6,215,681.

    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 53,498 shares
    Change vs previous 13F +23,517 shares

    0.05% of the 13F portfolio, value $4,174,449.

    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 29,981 shares
    Change vs previous 13F +18,514 shares

    0.03% of the 13F portfolio, value $2,037,809.

    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 11,467 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $810,029.

    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).