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Disclosery

Vest Financial, LLC: MA position timeline

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

Vest Financial, LLC held 101,584 MA 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 101,584 shares
    Change vs previous 13F +3,917 shares

    0.55% of the 13F portfolio, value $52,173,544.

    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 97,667 shares
    Change vs previous 13F +33,085 shares

    0.59% of the 13F portfolio, value $48,800,293.

    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 64,582 shares
    Change vs previous 13F +8,308 shares

    0.47% of the 13F portfolio, value $36,868,571.

    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 56,274 shares
    Change vs previous 13F +24,453 shares

    0.42% of the 13F portfolio, value $32,009,214.

    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 31,821 shares
    Change vs previous 13F +4,392 shares

    0.25% of the 13F portfolio, value $17,881,493.

    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 27,429 shares
    Change vs previous 13F -39,283 shares

    0.23% of the 13F portfolio, value $15,034,383.

    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 66,712 shares
    Change vs previous 13F +7,800 shares

    0.62% of the 13F portfolio, value $35,128,539.

    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 58,912 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $29,090,746.

    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).