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Disclosery

Vest Financial, LLC: IDCC position timeline

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

Vest Financial, LLC held 28,057 IDCC 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 28,057 shares
    Change vs previous 13F +2,825 shares

    0.08% of the 13F portfolio, value $7,943,779.

    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 25,232 shares
    Change vs previous 13F +1,044 shares

    0.09% of the 13F portfolio, value $7,620,064.

    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 24,188 shares
    Change vs previous 13F -408 shares

    0.1% of the 13F portfolio, value $7,700,975.

    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 24,596 shares
    Change vs previous 13F +1,145 shares

    0.11% of the 13F portfolio, value $8,491,278.

    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 23,451 shares
    Change vs previous 13F +2,101 shares

    0.07% of the 13F portfolio, value $5,258,418.

    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 21,350 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,414,113.

    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).