Skip to content
Disclosery

Vest Financial, LLC: PM position timeline

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

Vest Financial, LLC held 32,232 PM 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 32,232 shares
    Change vs previous 13F +519 shares

    0.06% of the 13F portfolio, value $5,831,090.

    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 31,713 shares
    Change vs previous 13F +3,301 shares

    0.06% of the 13F portfolio, value $5,243,427.

    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 28,412 shares
    Change vs previous 13F +2,005 shares

    0.06% of the 13F portfolio, value $4,557,286.

    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 26,407 shares
    Change vs previous 13F +5,077 shares

    0.06% of the 13F portfolio, value $4,283,216.

    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 21,330 shares
    Change vs previous 13F +6,015 shares

    0.05% of the 13F portfolio, value $3,884,833.

    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 15,315 shares
    Change vs previous 13F +6,487 shares

    0.04% of the 13F portfolio, value $2,430,949.

    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 8,828 shares
    Change vs previous 13F +1,042 shares

    0.02% of the 13F portfolio, value $1,062,449.

    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 7,786 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $945,220.

    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).