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Disclosery

Vest Financial, LLC: MTB position timeline

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

Vest Financial, LLC held 26,657 MTB 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 26,657 shares
    Change vs previous 13F +8,930 shares

    0.07% of the 13F portfolio, value $6,344,633.

    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 17,727 shares
    Change vs previous 13F -51,102 shares

    0.04% of the 13F portfolio, value $3,664,525.

    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 68,829 shares
    Change vs previous 13F +11,548 shares

    0.18% of the 13F portfolio, value $13,867,666.

    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 57,281 shares
    Change vs previous 13F -52,751 shares

    0.15% of the 13F portfolio, value $11,319,871.

    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 110,032 shares
    Change vs previous 13F -51,755 shares

    0.3% of the 13F portfolio, value $21,345,108.

    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 161,787 shares
    Change vs previous 13F -11,304 shares

    0.45% of the 13F portfolio, value $28,919,426.

    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 173,091 shares
    Change vs previous 13F +22,637 shares

    0.58% of the 13F portfolio, value $32,542,839.

    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 150,454 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $26,798,866.

    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).