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Vest Financial, LLC: EXPD position timeline

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

Vest Financial, LLC held 321,621 EXPD 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 321,621 shares
    Change vs previous 13F +2,968 shares

    0.55% of the 13F portfolio, value $52,417,791.

    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 318,653 shares
    Change vs previous 13F -99,765 shares

    0.55% of the 13F portfolio, value $45,640,669.

    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 418,418 shares
    Change vs previous 13F -53,366 shares

    0.79% of the 13F portfolio, value $62,348,466.

    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 471,784 shares
    Change vs previous 13F -28,877 shares

    0.76% of the 13F portfolio, value $57,836,000.

    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 500,661 shares
    Change vs previous 13F +13,568 shares

    0.81% of the 13F portfolio, value $57,200,520.

    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 487,093 shares
    Change vs previous 13F -10,693 shares

    0.91% of the 13F portfolio, value $58,572,934.

    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 497,786 shares
    Change vs previous 13F +86,066 shares

    0.98% of the 13F portfolio, value $55,139,756.

    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 411,720 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $54,100,008.

    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).