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Disclosery

Vest Financial, LLC: SJM position timeline

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

Vest Financial, LLC held 507,191 SJM 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 507,191 shares
    Change vs previous 13F +447 shares

    0.6% of the 13F portfolio, value $57,058,988.

    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 506,744 shares
    Change vs previous 13F +35,837 shares

    0.59% of the 13F portfolio, value $48,870,392.

    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 470,907 shares
    Change vs previous 13F -33,808 shares

    0.58% of the 13F portfolio, value $46,059,414.

    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 504,715 shares
    Change vs previous 13F +50,523 shares

    0.72% of the 13F portfolio, value $54,812,049.

    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 454,192 shares
    Change vs previous 13F -74,423 shares

    0.63% of the 13F portfolio, value $44,601,655.

    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 528,615 shares
    Change vs previous 13F +43,663 shares

    0.97% of the 13F portfolio, value $62,593,302.

    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 484,952 shares
    Change vs previous 13F +71,140 shares

    0.95% of the 13F portfolio, value $53,402,914.

    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 413,812 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $50,112,633.

    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).