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Vest Financial, LLC: OFG position timeline

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

Vest Financial, LLC held 171,922 OFG 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 171,922 shares
    Change vs previous 13F +4,551 shares

    0.09% of the 13F portfolio, value $8,436,213.

    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 167,371 shares
    Change vs previous 13F +26,295 shares

    0.08% of the 13F portfolio, value $6,771,831.

    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 141,076 shares
    Change vs previous 13F +20,020 shares

    0.07% of the 13F portfolio, value $5,781,294.

    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 121,056 shares
    Change vs previous 13F +23,312 shares

    0.07% of the 13F portfolio, value $5,264,725.

    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 97,744 shares
    Change vs previous 13F +20,466 shares

    0.06% of the 13F portfolio, value $4,183,443.

    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 77,278 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,092,666.

    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).