Skip to content
Disclosery

Vest Financial, LLC: ROP position timeline

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

Vest Financial, LLC held 141,970 ROP 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 141,970 shares
    Change vs previous 13F +9,652 shares

    0.5% of the 13F portfolio, value $48,041,228.

    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 132,318 shares
    Change vs previous 13F +32,702 shares

    0.56% of the 13F portfolio, value $46,822,048.

    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 99,616 shares
    Change vs previous 13F +328 shares

    0.56% of the 13F portfolio, value $44,342,071.

    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 99,288 shares
    Change vs previous 13F +1,504 shares

    0.65% of the 13F portfolio, value $49,513,932.

    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 97,784 shares
    Change vs previous 13F -6,059 shares

    0.78% of the 13F portfolio, value $55,427,882.

    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 103,843 shares
    Change vs previous 13F -1,359 shares

    0.95% of the 13F portfolio, value $61,223,756.

    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).

  7. period ended2024-12-31
    13F 105,202 shares
    Change vs previous 13F +12,609 shares

    0.97% of the 13F portfolio, value $54,689,260.

    13F-HR 0001085146-25-000544 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).

  8. period ended2024-09-30
    13F 92,593 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $51,522,449.

    13F-HR 0001085146-24-004998 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).