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Disclosery

Vest Financial, LLC: SEIC position timeline

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

Vest Financial, LLC held 64,900 SEIC 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 64,900 shares
    Change vs previous 13F -17,671 shares

    0.06% of the 13F portfolio, value $5,692,379.

    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 82,571 shares
    Change vs previous 13F +11,747 shares

    0.08% of the 13F portfolio, value $6,479,346.

    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 70,824 shares
    Change vs previous 13F +8,281 shares

    0.07% of the 13F portfolio, value $5,808,984.

    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 62,543 shares
    Change vs previous 13F +8,217 shares

    0.07% of the 13F portfolio, value $5,306,774.

    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 54,326 shares
    Change vs previous 13F +21,094 shares

    0.07% of the 13F portfolio, value $4,881,734.

    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 33,232 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,579,800.

    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).