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Disclosery

Vest Financial, LLC: RMD position timeline

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

Vest Financial, LLC held 204,403 RMD 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 204,403 shares
    Change vs previous 13F +96,215 shares

    0.42% of the 13F portfolio, value $39,834,057.

    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 108,188 shares
    Change vs previous 13F +10,186 shares

    0.29% of the 13F portfolio, value $24,286,042.

    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 98,002 shares
    Change vs previous 13F +54,214 shares

    0.3% of the 13F portfolio, value $23,605,742.

    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 43,788 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $11,986,089.

    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).