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Vest Financial, LLC: MTX position timeline

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

Vest Financial, LLC held 24,383 MTX 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 24,383 shares
    Change vs previous 13F +24,383 shares

    0.02% of the 13F portfolio, value $1,803,611.

    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 0 shares
    Change vs previous 13F -19,748 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 19,748 shares
    Change vs previous 13F -14,284 shares

    0.02% of the 13F portfolio, value $1,203,641.

    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 34,032 shares
    Change vs previous 13F +5,051 shares

    0.03% of the 13F portfolio, value $2,114,068.

    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 28,981 shares
    Change vs previous 13F +5,779 shares

    0.02% of the 13F portfolio, value $1,595,984.

    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 23,202 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,474,951.

    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).