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Disclosery

Vest Financial, LLC: DOX position timeline

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

Vest Financial, LLC held 27,907 DOX 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 27,907 shares
    Change vs previous 13F +13,725 shares

    0.01% of the 13F portfolio, value $1,410,420.

    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 14,182 shares
    Change vs previous 13F +1,546 shares

    0.01% of the 13F portfolio, value $925,517.

    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 12,636 shares
    Change vs previous 13F +6,994 shares

    0.01% of the 13F portfolio, value $1,017,324.

    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 5,642 shares
    Change vs previous 13F +2,190 shares

    0.01% of the 13F portfolio, value $462,926.

    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 3,452 shares
    Change vs previous 13F +444 shares

    <0.01% of the 13F portfolio, value $314,960.

    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 3,008 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $275,232.

    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).