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Disclosery

Vest Financial, LLC: ESS position timeline

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

Vest Financial, LLC held 191,810 ESS 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 191,810 shares
    Change vs previous 13F -9,498 shares

    0.59% of the 13F portfolio, value $55,929,878.

    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 201,308 shares
    Change vs previous 13F +14,614 shares

    0.59% of the 13F portfolio, value $48,716,536.

    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 186,694 shares
    Change vs previous 13F -4,087 shares

    0.62% of the 13F portfolio, value $48,854,086.

    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 190,781 shares
    Change vs previous 13F -1,986 shares

    0.67% of the 13F portfolio, value $51,064,443.

    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 192,767 shares
    Change vs previous 13F -4,484 shares

    0.77% of the 13F portfolio, value $54,630,168.

    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 197,251 shares
    Change vs previous 13F +9,153 shares

    0.94% of the 13F portfolio, value $60,471,239.

    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 188,098 shares
    Change vs previous 13F +18,610 shares

    0.95% of the 13F portfolio, value $53,690,693.

    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 169,488 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $50,070,145.

    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).