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Vest Financial, LLC: J position timeline

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

Vest Financial, LLC held 11,974 J 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 11,974 shares
    Change vs previous 13F -12,361 shares

    0.02% of the 13F portfolio, value $1,508,724.

    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 24,335 shares
    Change vs previous 13F -8,451 shares

    0.04% of the 13F portfolio, value $3,097,359.

    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 32,786 shares
    Change vs previous 13F -6,067 shares

    0.06% of the 13F portfolio, value $4,342,834.

    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 38,853 shares
    Change vs previous 13F +7,431 shares

    0.08% of the 13F portfolio, value $5,822,511.

    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 31,422 shares
    Change vs previous 13F +7,780 shares

    0.06% of the 13F portfolio, value $4,130,422.

    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 23,642 shares
    Change vs previous 13F +5,554 shares

    0.04% of the 13F portfolio, value $2,858,081.

    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 18,088 shares
    Change vs previous 13F +7,973 shares

    0.04% of the 13F portfolio, value $2,416,919.

    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 10,115 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,324,054.

    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).