Skip to content
Disclosery

Vest Financial, LLC: CADE position timeline

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

Vest Financial, LLC held 0 CADE shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -130,350 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 130,350 shares
    Change vs previous 13F -21,504 shares

    0.07% of the 13F portfolio, value $5,584,194.

    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).

  3. period ended2025-09-30
    13F 151,854 shares
    Change vs previous 13F +23,747 shares

    0.07% of the 13F portfolio, value $5,700,599.

    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).

  4. period ended2025-06-30
    13F 128,107 shares
    Change vs previous 13F +28,008 shares

    0.06% of the 13F portfolio, value $4,096,862.

    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).

  5. period ended2025-03-31
    13F 100,099 shares
    Change vs previous 13F +28,258 shares

    0.05% of the 13F portfolio, value $3,039,006.

    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).

  6. period ended2024-12-31
    13F 71,841 shares
    Change vs previous 13F +25,160 shares

    0.04% of the 13F portfolio, value $2,474,922.

    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).

  7. period ended2024-09-30
    13F 46,681 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,486,790.

    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).