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Disclosery

Vest Financial, LLC: NTRS position timeline

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

Vest Financial, LLC held 39,968 NTRS 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 39,968 shares
    Change vs previous 13F -14,272 shares

    0.07% of the 13F portfolio, value $6,948,037.

    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 54,240 shares
    Change vs previous 13F +4,669 shares

    0.09% of the 13F portfolio, value $7,570,277.

    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 49,571 shares
    Change vs previous 13F -99,620 shares

    0.09% of the 13F portfolio, value $6,770,903.

    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 149,191 shares
    Change vs previous 13F +12,350 shares

    0.26% of the 13F portfolio, value $20,081,108.

    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 136,841 shares
    Change vs previous 13F +21,768 shares

    0.25% of the 13F portfolio, value $17,350,071.

    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 115,073 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $11,351,951.

    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).