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Disclosery

Vest Financial, LLC: CHRW position timeline

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

Vest Financial, LLC held 264,422 CHRW 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 264,422 shares
    Change vs previous 13F -24,264 shares

    0.52% of the 13F portfolio, value $49,801,240.

    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 288,686 shares
    Change vs previous 13F -99,259 shares

    0.58% of the 13F portfolio, value $47,942,084.

    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 387,945 shares
    Change vs previous 13F -143,528 shares

    0.79% of the 13F portfolio, value $62,366,038.

    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 531,473 shares
    Change vs previous 13F -58,012 shares

    0.92% of the 13F portfolio, value $70,367,025.

    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 589,485 shares
    Change vs previous 13F +82,609 shares

    0.8% of the 13F portfolio, value $56,561,086.

    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 506,876 shares
    Change vs previous 13F -24,938 shares

    0.81% of the 13F portfolio, value $51,904,102.

    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 531,814 shares
    Change vs previous 13F -13,098 shares

    0.97% of the 13F portfolio, value $54,947,023.

    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 544,912 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $60,141,938.

    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).