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Vest Financial, LLC: ES position timeline

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

Vest Financial, LLC held 726,705 ES 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 726,705 shares
    Change vs previous 13F +1,230 shares

    0.55% of the 13F portfolio, value $52,518,971.

    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 725,475 shares
    Change vs previous 13F +50,872 shares

    0.6% of the 13F portfolio, value $50,260,908.

    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 674,603 shares
    Change vs previous 13F -151,060 shares

    0.58% of the 13F portfolio, value $45,421,020.

    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 825,663 shares
    Change vs previous 13F -95,937 shares

    0.77% of the 13F portfolio, value $58,737,666.

    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 921,600 shares
    Change vs previous 13F -48,816 shares

    0.83% of the 13F portfolio, value $58,632,192.

    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 970,416 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $60,272,538.

    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).