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Disclosery

Vest Financial, LLC: IBOC position timeline

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

Vest Financial, LLC held 50,549 IBOC 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 50,549 shares
    Change vs previous 13F -24,566 shares

    0.04% of the 13F portfolio, value $3,839,197.

    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 75,115 shares
    Change vs previous 13F -13,412 shares

    0.06% of the 13F portfolio, value $5,054,488.

    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 88,527 shares
    Change vs previous 13F +11,707 shares

    0.07% of the 13F portfolio, value $5,881,734.

    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 76,820 shares
    Change vs previous 13F +12,515 shares

    0.07% of the 13F portfolio, value $5,281,375.

    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 64,305 shares
    Change vs previous 13F +13,520 shares

    0.06% of the 13F portfolio, value $4,280,141.

    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 50,785 shares
    Change vs previous 13F +12,387 shares

    0.05% of the 13F portfolio, value $3,202,502.

    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 38,398 shares
    Change vs previous 13F +14,127 shares

    0.04% of the 13F portfolio, value $2,425,218.

    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 24,271 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,451,163.

    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).