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Disclosery

Vest Financial, LLC: ROST position timeline

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

Vest Financial, LLC held 336,904 ROST 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 336,904 shares
    Change vs previous 13F -4,185 shares

    0.75% of the 13F portfolio, value $71,710,016.

    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 341,089 shares
    Change vs previous 13F +15,798 shares

    0.89% of the 13F portfolio, value $73,890,110.

    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 325,291 shares
    Change vs previous 13F +12,618 shares

    0.74% of the 13F portfolio, value $58,597,921.

    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 312,673 shares
    Change vs previous 13F +33,480 shares

    0.62% of the 13F portfolio, value $47,648,238.

    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 279,193 shares
    Change vs previous 13F +82,878 shares

    0.5% of the 13F portfolio, value $35,619,443.

    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 196,315 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $25,087,094.

    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).