Skip to content
Disclosery

Vest Financial, LLC: C position timeline

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

Vest Financial, LLC held 169,948 C 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 169,948 shares
    Change vs previous 13F +138,442 shares

    0.25% of the 13F portfolio, value $23,785,921.

    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 31,506 shares
    Change vs previous 13F -1,543 shares

    0.04% of the 13F portfolio, value $3,573,095.

    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 33,049 shares
    Change vs previous 13F +6,354 shares

    0.05% of the 13F portfolio, value $3,856,487.

    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 26,695 shares
    Change vs previous 13F +5,134 shares

    0.04% of the 13F portfolio, value $2,709,545.

    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 21,561 shares
    Change vs previous 13F +6,079 shares

    0.03% of the 13F portfolio, value $1,835,274.

    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 15,482 shares
    Change vs previous 13F +6,559 shares

    0.02% of the 13F portfolio, value $1,099,067.

    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 8,923 shares
    Change vs previous 13F +1,118 shares

    0.01% of the 13F portfolio, value $628,089.

    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 7,805 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $488,593.

    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).