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Disclosery

Vest Financial, LLC: PLTR position timeline

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

Vest Financial, LLC held 55,059 PLTR 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 55,059 shares
    Change vs previous 13F +928 shares

    0.07% of the 13F portfolio, value $6,423,735.

    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 54,131 shares
    Change vs previous 13F +39,352 shares

    0.1% of the 13F portfolio, value $7,918,281.

    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 14,779 shares
    Change vs previous 13F -21,333 shares

    0.03% of the 13F portfolio, value $2,626,968.

    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 36,112 shares
    Change vs previous 13F +6,943 shares

    0.09% of the 13F portfolio, value $6,587,552.

    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 29,169 shares
    Change vs previous 13F +8,226 shares

    0.06% of the 13F portfolio, value $3,976,318.

    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 20,943 shares
    Change vs previous 13F +8,873 shares

    0.03% of the 13F portfolio, value $1,767,590.

    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 12,070 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $912,853.

    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).