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Disclosery

Vest Financial, LLC: COST position timeline

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

Vest Financial, LLC held 73,996 COST 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 73,996 shares
    Change vs previous 13F +20,285 shares

    0.73% of the 13F portfolio, value $69,221,038.

    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 53,711 shares
    Change vs previous 13F +12,477 shares

    0.64% of the 13F portfolio, value $53,519,253.

    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 41,234 shares
    Change vs previous 13F +11,806 shares

    0.45% of the 13F portfolio, value $35,557,728.

    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 29,428 shares
    Change vs previous 13F +3,775 shares

    0.36% of the 13F portfolio, value $27,239,438.

    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 25,653 shares
    Change vs previous 13F +2,507 shares

    0.36% of the 13F portfolio, value $25,394,930.

    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 23,146 shares
    Change vs previous 13F +20,966 shares

    0.34% of the 13F portfolio, value $21,891,025.

    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 2,180 shares
    Change vs previous 13F +171 shares

    0.04% of the 13F portfolio, value $1,997,469.

    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 2,009 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,781,020.

    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).