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Disclosery

Vest Financial, LLC: SLM position timeline

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

Vest Financial, LLC held 187,438 SLM 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 187,438 shares
    Change vs previous 13F +37,438 shares

    0.05% of the 13F portfolio, value $4,862,142.

    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 150,000 shares
    Change vs previous 13F +105,862 shares

    0.04% of the 13F portfolio, value $3,211,500.

    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 44,138 shares
    Change vs previous 13F +4,507 shares

    0.02% of the 13F portfolio, value $1,194,374.

    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 39,631 shares
    Change vs previous 13F -302,297 shares

    0.01% of the 13F portfolio, value $1,096,986.

    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 341,928 shares
    Change vs previous 13F +306,789 shares

    0.16% of the 13F portfolio, value $11,211,819.

    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 35,139 shares
    Change vs previous 13F -1,224,444 shares

    0.02% of the 13F portfolio, value $1,032,032.

    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 1,259,583 shares
    Change vs previous 13F -31,570 shares

    0.61% of the 13F portfolio, value $34,739,299.

    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 1,291,153 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $29,528,669.

    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).