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Disclosery

Vest Financial, LLC: OTTR position timeline

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

Vest Financial, LLC held 42,523 OTTR 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 42,523 shares
    Change vs previous 13F +1,469 shares

    0.04% of the 13F portfolio, value $3,826,220.

    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 41,054 shares
    Change vs previous 13F -13,422 shares

    0.04% of the 13F portfolio, value $3,603,310.

    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 54,476 shares
    Change vs previous 13F -10,925 shares

    0.06% of the 13F portfolio, value $4,402,206.

    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 65,401 shares
    Change vs previous 13F +24,185 shares

    0.07% of the 13F portfolio, value $5,360,920.

    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 41,216 shares
    Change vs previous 13F +11,217 shares

    0.04% of the 13F portfolio, value $3,177,341.

    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 29,999 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,411,020.

    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).