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Disclosery

Vest Financial, LLC: PEP position timeline

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

Vest Financial, LLC held 343,997 PEP 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 343,997 shares
    Change vs previous 13F -39,118 shares

    0.49% of the 13F portfolio, value $46,577,193.

    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 383,115 shares
    Change vs previous 13F +33,836 shares

    0.71% of the 13F portfolio, value $59,493,930.

    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 349,279 shares
    Change vs previous 13F -55,405 shares

    0.64% of the 13F portfolio, value $50,128,523.

    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 404,684 shares
    Change vs previous 13F +8,988 shares

    0.74% of the 13F portfolio, value $56,833,820.

    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 395,696 shares
    Change vs previous 13F +18,156 shares

    0.74% of the 13F portfolio, value $52,247,699.

    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 377,540 shares
    Change vs previous 13F +38,967 shares

    0.88% of the 13F portfolio, value $56,608,347.

    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 338,573 shares
    Change vs previous 13F +43,536 shares

    0.91% of the 13F portfolio, value $51,483,410.

    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 295,037 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $50,171,042.

    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).