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Disclosery

Vest Financial, LLC: O position timeline

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

Vest Financial, LLC held 758,726 O 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 758,726 shares
    Change vs previous 13F -79,341 shares

    0.49% of the 13F portfolio, value $47,010,663.

    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 838,067 shares
    Change vs previous 13F +19,625 shares

    0.62% of the 13F portfolio, value $51,272,939.

    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 818,442 shares
    Change vs previous 13F -126,613 shares

    0.59% of the 13F portfolio, value $46,135,576.

    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 945,055 shares
    Change vs previous 13F +24,884 shares

    0.75% of the 13F portfolio, value $57,449,894.

    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 920,171 shares
    Change vs previous 13F -88,716 shares

    0.75% of the 13F portfolio, value $53,011,051.

    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 1,008,887 shares
    Change vs previous 13F +112,366 shares

    0.91% of the 13F portfolio, value $58,525,535.

    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 896,521 shares
    Change vs previous 13F +40,860 shares

    0.85% of the 13F portfolio, value $47,883,187.

    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 855,661 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $54,266,020.

    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).