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Disclosery

Vest Financial, LLC: PSMT position timeline

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

Vest Financial, LLC held 53,886 PSMT 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 53,886 shares
    Change vs previous 13F -3,009 shares

    0.11% of the 13F portfolio, value $10,526,091.

    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 56,895 shares
    Change vs previous 13F +1,108 shares

    0.1% of the 13F portfolio, value $8,562,698.

    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 55,787 shares
    Change vs previous 13F +2,140 shares

    0.09% of the 13F portfolio, value $6,843,391.

    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 53,647 shares
    Change vs previous 13F +8,095 shares

    0.08% of the 13F portfolio, value $6,501,480.

    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 45,552 shares
    Change vs previous 13F +8,224 shares

    0.07% of the 13F portfolio, value $4,784,782.

    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 37,328 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,279,265.

    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).