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Disclosery

Vest Financial, LLC: BRO position timeline

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

Vest Financial, LLC held 704,257 BRO 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 704,257 shares
    Change vs previous 13F +40,952 shares

    0.47% of the 13F portfolio, value $45,178,086.

    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 663,305 shares
    Change vs previous 13F +110,311 shares

    0.52% of the 13F portfolio, value $43,254,119.

    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 552,994 shares
    Change vs previous 13F +19,503 shares

    0.56% of the 13F portfolio, value $44,073,622.

    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 533,491 shares
    Change vs previous 13F +72,052 shares

    0.65% of the 13F portfolio, value $50,036,121.

    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 461,439 shares
    Change vs previous 13F -71,834 shares

    0.72% of the 13F portfolio, value $51,159,741.

    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 533,273 shares
    Change vs previous 13F -7,641 shares

    1.03% of the 13F portfolio, value $66,339,162.

    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).

  7. period ended2024-12-31
    13F 540,914 shares
    Change vs previous 13F +43,077 shares

    0.98% of the 13F portfolio, value $55,184,047.

    13F-HR 0001085146-25-000544 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).

  8. period ended2024-09-30
    13F 497,837 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $51,575,914.

    13F-HR 0001085146-24-004998 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).