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Disclosery

Vest Financial, LLC: FDS position timeline

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

Vest Financial, LLC held 202,058 FDS 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 202,058 shares
    Change vs previous 13F +19,802 shares

    0.49% of the 13F portfolio, value $46,489,504.

    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 182,256 shares
    Change vs previous 13F +12,109 shares

    0.48% of the 13F portfolio, value $39,547,729.

    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 170,147 shares
    Change vs previous 13F +40,047 shares

    0.63% of the 13F portfolio, value $49,374,958.

    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 130,100 shares
    Change vs previous 13F +4,574 shares

    0.49% of the 13F portfolio, value $37,272,349.

    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 125,526 shares
    Change vs previous 13F +10,172 shares

    0.79% of the 13F portfolio, value $56,145,269.

    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 115,354 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $52,444,543.

    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).