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Disclosery

Vest Financial, LLC: PLUS position timeline

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

Vest Financial, LLC held 67,861 PLUS 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 67,861 shares
    Change vs previous 13F +24,565 shares

    0.06% of the 13F portfolio, value $5,648,071.

    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 43,296 shares
    Change vs previous 13F +26,068 shares

    0.04% of the 13F portfolio, value $3,258,025.

    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 17,228 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,510,896.

    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).