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Vest Financial, LLC: PNR position timeline

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

Vest Financial, LLC held 539,598 PNR 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 539,598 shares
    Change vs previous 13F +56,310 shares

    0.43% of the 13F portfolio, value $41,365,582.

    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 483,288 shares
    Change vs previous 13F +32,151 shares

    0.51% of the 13F portfolio, value $42,099,218.

    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 451,137 shares
    Change vs previous 13F -81,990 shares

    0.6% of the 13F portfolio, value $46,981,407.

    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 533,127 shares
    Change vs previous 13F -75,571 shares

    0.77% of the 13F portfolio, value $59,049,147.

    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 608,698 shares
    Change vs previous 13F +81,513 shares

    0.88% of the 13F portfolio, value $62,488,936.

    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 527,185 shares
    Change vs previous 13F -43,907 shares

    0.72% of the 13F portfolio, value $46,118,144.

    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 571,092 shares
    Change vs previous 13F -16,722 shares

    1.02% of the 13F portfolio, value $57,474,699.

    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 587,814 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $57,482,331.

    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).