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Disclosery

Vest Financial, LLC: MSFT position timeline

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

Vest Financial, LLC held 347,843 MSFT 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 347,843 shares
    Change vs previous 13F +49,178 shares

    1.36% of the 13F portfolio, value $129,752,397.

    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 298,665 shares
    Change vs previous 13F +50,266 shares

    1.33% of the 13F portfolio, value $110,556,823.

    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 248,399 shares
    Change vs previous 13F +35,565 shares

    1.52% of the 13F portfolio, value $120,130,724.

    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 212,834 shares
    Change vs previous 13F +30,084 shares

    1.44% of the 13F portfolio, value $110,237,369.

    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 182,750 shares
    Change vs previous 13F +25,516 shares

    1.29% of the 13F portfolio, value $90,901,677.

    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 157,234 shares
    Change vs previous 13F +44,283 shares

    0.92% of the 13F portfolio, value $59,024,072.

    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 112,951 shares
    Change vs previous 13F +19,137 shares

    0.84% of the 13F portfolio, value $47,608,849.

    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 93,814 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $40,368,166.

    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).