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Disclosery

Vest Financial, LLC: POWL position timeline

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

Vest Financial, LLC held 26,341 POWL 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 26,341 shares
    Change vs previous 13F +10,529 shares

    0.08% of the 13F portfolio, value $7,543,009.

    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 15,812 shares
    Change vs previous 13F +1,410 shares

    0.1% of the 13F portfolio, value $8,555,557.

    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 14,402 shares
    Change vs previous 13F +1,471 shares

    0.06% of the 13F portfolio, value $4,591,070.

    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 12,931 shares
    Change vs previous 13F +497 shares

    0.05% of the 13F portfolio, value $3,941,498.

    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 12,434 shares
    Change vs previous 13F +7,635 shares

    0.04% of the 13F portfolio, value $2,616,735.

    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 4,799 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $817,414.

    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).