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Disclosery

Vest Financial, LLC: SWKS position timeline

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

Vest Financial, LLC held 41,546 SWKS 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 41,546 shares
    Change vs previous 13F +10,476 shares

    0.03% of the 13F portfolio, value $2,816,819.

    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 31,070 shares
    Change vs previous 13F +9,143 shares

    0.02% of the 13F portfolio, value $1,663,799.

    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 21,927 shares
    Change vs previous 13F +9,829 shares

    0.02% of the 13F portfolio, value $1,390,391.

    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 12,098 shares
    Change vs previous 13F +3,332 shares

    0.01% of the 13F portfolio, value $931,304.

    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 8,766 shares
    Change vs previous 13F +686 shares

    0.01% of the 13F portfolio, value $653,242.

    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 8,080 shares
    Change vs previous 13F +4,895 shares

    0.01% of the 13F portfolio, value $522,210.

    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 3,185 shares
    Change vs previous 13F +696 shares

    <0.01% of the 13F portfolio, value $282,446.

    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 2,489 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $245,839.

    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).