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Disclosery

Vest Financial, LLC: SSD position timeline

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

Vest Financial, LLC held 39,344 SSD 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 39,344 shares
    Change vs previous 13F +139 shares

    0.09% of the 13F portfolio, value $8,236,666.

    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 39,205 shares
    Change vs previous 13F +4,227 shares

    0.08% of the 13F portfolio, value $6,728,362.

    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 34,978 shares
    Change vs previous 13F +4,796 shares

    0.07% of the 13F portfolio, value $5,647,898.

    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 30,182 shares
    Change vs previous 13F +5,356 shares

    0.07% of the 13F portfolio, value $5,054,278.

    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 24,826 shares
    Change vs previous 13F +10,571 shares

    0.05% of the 13F portfolio, value $3,855,726.

    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 14,255 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,239,175.

    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).