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Disclosery

Vest Financial, LLC: OTEX position timeline

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

Vest Financial, LLC held 84,110 OTEX 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 84,110 shares
    Change vs previous 13F +36,632 shares

    0.02% of the 13F portfolio, value $1,863,037.

    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 47,478 shares
    Change vs previous 13F +19,931 shares

    0.01% of the 13F portfolio, value $1,055,911.

    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 27,547 shares
    Change vs previous 13F +9,932 shares

    0.01% of the 13F portfolio, value $897,481.

    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 17,615 shares
    Change vs previous 13F +3,846 shares

    0.01% of the 13F portfolio, value $658,449.

    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 13,769 shares
    Change vs previous 13F +1,045 shares

    0.01% of the 13F portfolio, value $402,055.

    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 12,724 shares
    Change vs previous 13F +3,290 shares

    <0.01% of the 13F portfolio, value $321,408.

    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 9,434 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $267,171.

    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).