Skip to content
Disclosery

Vest Financial, LLC: IBKR position timeline

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

Vest Financial, LLC held 104,107 IBKR 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 104,107 shares
    Change vs previous 13F -7,567 shares

    0.1% of the 13F portfolio, value $9,061,473.

    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 111,674 shares
    Change vs previous 13F +7,636 shares

    0.09% of the 13F portfolio, value $7,489,975.

    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 104,038 shares
    Change vs previous 13F +4,309 shares

    0.08% of the 13F portfolio, value $6,690,684.

    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 99,729 shares
    Change vs previous 13F +34,867 shares

    0.09% of the 13F portfolio, value $6,862,352.

    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 64,862 shares
    Change vs previous 13F +56,053 shares

    0.05% of the 13F portfolio, value $3,594,003.

    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 8,809 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,458,682.

    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).