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Vest Financial, LLC: CL position timeline

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

Vest Financial, LLC held 613,988 CL 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 613,988 shares
    Change vs previous 13F -17,311 shares

    0.59% of the 13F portfolio, value $56,290,420.

    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 631,299 shares
    Change vs previous 13F -4,607 shares

    0.65% of the 13F portfolio, value $53,805,615.

    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 635,906 shares
    Change vs previous 13F +140 shares

    0.64% of the 13F portfolio, value $50,249,291.

    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 635,766 shares
    Change vs previous 13F +54,314 shares

    0.66% of the 13F portfolio, value $50,823,133.

    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 581,452 shares
    Change vs previous 13F -52,068 shares

    0.75% of the 13F portfolio, value $52,853,987.

    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 633,520 shares
    Change vs previous 13F +58,339 shares

    0.92% of the 13F portfolio, value $59,360,825.

    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 575,181 shares
    Change vs previous 13F +69,982 shares

    0.93% of the 13F portfolio, value $52,289,706.

    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 505,199 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $52,444,708.

    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).