Skip to content
Disclosery

Vest Financial, LLC: PRI position timeline

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

Vest Financial, LLC held 27,770 PRI 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 27,770 shares
    Change vs previous 13F +1,398 shares

    0.08% of the 13F portfolio, value $7,892,234.

    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 26,372 shares
    Change vs previous 13F +4,506 shares

    0.08% of the 13F portfolio, value $6,605,659.

    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 21,866 shares
    Change vs previous 13F +3,226 shares

    0.07% of the 13F portfolio, value $5,649,300.

    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 18,640 shares
    Change vs previous 13F +3,470 shares

    0.07% of the 13F portfolio, value $5,174,278.

    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 15,170 shares
    Change vs previous 13F +2,920 shares

    0.06% of the 13F portfolio, value $4,151,574.

    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 12,250 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,485,493.

    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).