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Disclosery

Vest Financial, LLC: CB position timeline

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

Vest Financial, LLC held 404,449 CB 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 404,449 shares
    Change vs previous 13F -4,611 shares

    1.45% of the 13F portfolio, value $137,811,953.

    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 409,060 shares
    Change vs previous 13F +8,756 shares

    1.6% of the 13F portfolio, value $133,324,927.

    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 400,304 shares
    Change vs previous 13F +9,365 shares

    1.58% of the 13F portfolio, value $124,942,885.

    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 390,939 shares
    Change vs previous 13F +37,343 shares

    1.44% of the 13F portfolio, value $110,342,535.

    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 353,596 shares
    Change vs previous 13F -3,736 shares

    1.45% of the 13F portfolio, value $102,443,833.

    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 357,332 shares
    Change vs previous 13F +34,428 shares

    1.68% of the 13F portfolio, value $107,910,691.

    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 322,904 shares
    Change vs previous 13F +36,016 shares

    1.58% of the 13F portfolio, value $89,218,377.

    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 286,888 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $82,735,631.

    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).