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Disclosery

Vest Financial, LLC: FRT position timeline

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

Vest Financial, LLC held 436,952 FRT 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 436,952 shares
    Change vs previous 13F -68,457 shares

    0.57% of the 13F portfolio, value $53,937,355.

    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 505,409 shares
    Change vs previous 13F +17,024 shares

    0.64% of the 13F portfolio, value $53,679,491.

    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 488,385 shares
    Change vs previous 13F -90,563 shares

    0.62% of the 13F portfolio, value $49,229,208.

    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 578,948 shares
    Change vs previous 13F +14,744 shares

    0.77% of the 13F portfolio, value $58,653,221.

    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 564,204 shares
    Change vs previous 13F +54,649 shares

    0.76% of the 13F portfolio, value $53,593,738.

    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 509,555 shares
    Change vs previous 13F +11,311 shares

    0.77% of the 13F portfolio, value $49,844,670.

    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 498,244 shares
    Change vs previous 13F +43,917 shares

    0.99% of the 13F portfolio, value $55,778,415.

    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 454,327 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $52,233,975.

    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).