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Disclosery

Vest Financial, LLC: ED position timeline

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

Vest Financial, LLC held 448,826 ED 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 448,826 shares
    Change vs previous 13F -49,868 shares

    0.52% of the 13F portfolio, value $49,653,620.

    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 498,694 shares
    Change vs previous 13F +14,816 shares

    0.68% of the 13F portfolio, value $56,442,186.

    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 483,878 shares
    Change vs previous 13F -53,428 shares

    0.61% of the 13F portfolio, value $48,058,763.

    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 537,306 shares
    Change vs previous 13F +62,583 shares

    0.71% of the 13F portfolio, value $54,009,999.

    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 474,723 shares
    Change vs previous 13F -130,396 shares

    0.67% of the 13F portfolio, value $47,638,453.

    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 605,119 shares
    Change vs previous 13F +74,649 shares

    1.04% of the 13F portfolio, value $66,920,111.

    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 530,470 shares
    Change vs previous 13F +21,949 shares

    0.84% of the 13F portfolio, value $47,333,838.

    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 508,521 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $52,952,291.

    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).