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Disclosery

Vest Financial, LLC: SFBS position timeline

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

Vest Financial, LLC held 19,870 SFBS 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 19,870 shares
    Change vs previous 13F -20,972 shares

    0.02% of the 13F portfolio, value $1,723,723.

    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 40,842 shares
    Change vs previous 13F +3,601 shares

    0.04% of the 13F portfolio, value $2,974,523.

    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 37,241 shares
    Change vs previous 13F +3,802 shares

    0.03% of the 13F portfolio, value $2,673,531.

    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 33,439 shares
    Change vs previous 13F +18,760 shares

    0.04% of the 13F portfolio, value $2,692,843.

    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 14,679 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,137,769.

    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).