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Disclosery

Vest Financial, LLC: RJF position timeline

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

Vest Financial, LLC held 99,512 RJF 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 99,512 shares
    Change vs previous 13F -68,846 shares

    0.16% of the 13F portfolio, value $15,128,809.

    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 168,358 shares
    Change vs previous 13F -69,916 shares

    0.29% of the 13F portfolio, value $24,376,556.

    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 238,274 shares
    Change vs previous 13F -59,814 shares

    0.49% of the 13F portfolio, value $38,264,422.

    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 298,088 shares
    Change vs previous 13F +5,822 shares

    0.67% of the 13F portfolio, value $51,449,989.

    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 292,266 shares
    Change vs previous 13F +82,695 shares

    0.63% of the 13F portfolio, value $44,824,837.

    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 209,571 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $29,111,508.

    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).