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Vest Financial, LLC: IBM position timeline

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

Vest Financial, LLC held 357,096 IBM 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 357,096 shares
    Change vs previous 13F +56,249 shares

    1.05% of the 13F portfolio, value $100,418,967.

    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 300,847 shares
    Change vs previous 13F +41,272 shares

    0.88% of the 13F portfolio, value $72,922,306.

    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 259,575 shares
    Change vs previous 13F -23,479 shares

    0.98% of the 13F portfolio, value $76,888,713.

    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 283,054 shares
    Change vs previous 13F +14,107 shares

    1.04% of the 13F portfolio, value $79,866,516.

    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 268,947 shares
    Change vs previous 13F -12,165 shares

    1.12% of the 13F portfolio, value $79,280,196.

    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 281,112 shares
    Change vs previous 13F -7,863 shares

    1.09% of the 13F portfolio, value $69,901,308.

    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 288,975 shares
    Change vs previous 13F -1,581 shares

    1.12% of the 13F portfolio, value $63,525,375.

    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 290,556 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $64,236,119.

    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).