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Disclosery

Vest Financial, LLC: HIG position timeline

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

Vest Financial, LLC held 467,822 HIG 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 467,822 shares
    Change vs previous 13F +53,749 shares

    0.65% of the 13F portfolio, value $61,995,771.

    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 414,073 shares
    Change vs previous 13F +38,255 shares

    0.67% of the 13F portfolio, value $55,995,092.

    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 375,818 shares
    Change vs previous 13F +16,902 shares

    0.66% of the 13F portfolio, value $51,787,720.

    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 358,916 shares
    Change vs previous 13F +25,041 shares

    0.63% of the 13F portfolio, value $47,875,806.

    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 333,875 shares
    Change vs previous 13F +6,397 shares

    0.6% of the 13F portfolio, value $42,358,721.

    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 327,478 shares
    Change vs previous 13F +28,594 shares

    0.63% of the 13F portfolio, value $40,518,853.

    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 298,884 shares
    Change vs previous 13F +67,224 shares

    0.58% of the 13F portfolio, value $32,697,910.

    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 231,660 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $27,245,533.

    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).