Skip to content
Disclosery

Vest Financial, LLC: META position timeline

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

Vest Financial, LLC held 134,748 META 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 134,748 shares
    Change vs previous 13F +11,725 shares

    0.8% of the 13F portfolio, value $75,902,202.

    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 123,023 shares
    Change vs previous 13F +15,408 shares

    0.85% of the 13F portfolio, value $70,385,149.

    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 107,615 shares
    Change vs previous 13F +10,140 shares

    0.9% of the 13F portfolio, value $71,035,587.

    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 97,475 shares
    Change vs previous 13F +6,643 shares

    0.93% of the 13F portfolio, value $71,583,694.

    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 90,832 shares
    Change vs previous 13F +6,233 shares

    0.95% of the 13F portfolio, value $67,042,191.

    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 84,599 shares
    Change vs previous 13F +75,213 shares

    0.76% of the 13F portfolio, value $48,759,480.

    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 9,386 shares
    Change vs previous 13F +1,027 shares

    0.1% of the 13F portfolio, value $5,495,597.

    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 8,359 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,785,026.

    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).