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Disclosery

Vest Financial, LLC: IEX position timeline

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

Vest Financial, LLC held 0 IEX 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 0 shares
    Change vs previous 13F -8,742 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 8,742 shares
    Change vs previous 13F -6,141 shares

    0.02% of the 13F portfolio, value $1,657,046.

    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 14,883 shares
    Change vs previous 13F -4,245 shares

    0.03% of the 13F portfolio, value $2,648,281.

    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 19,128 shares
    Change vs previous 13F -2,022 shares

    0.04% of the 13F portfolio, value $3,113,273.

    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 21,150 shares
    Change vs previous 13F +5,438 shares

    0.05% of the 13F portfolio, value $3,713,306.

    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 15,712 shares
    Change vs previous 13F +4,182 shares

    0.04% of the 13F portfolio, value $2,843,401.

    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 11,530 shares
    Change vs previous 13F +4,376 shares

    0.04% of the 13F portfolio, value $2,413,114.

    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 7,154 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,534,533.

    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).