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Disclosery

Vest Financial, LLC: SYF position timeline

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

Vest Financial, LLC held 955,021 SYF 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 955,021 shares
    Change vs previous 13F +297,002 shares

    0.76% of the 13F portfolio, value $72,629,348.

    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 658,019 shares
    Change vs previous 13F +70,065 shares

    0.54% of the 13F portfolio, value $44,758,453.

    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 587,954 shares
    Change vs previous 13F +21,534 shares

    0.62% of the 13F portfolio, value $49,053,002.

    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 566,420 shares
    Change vs previous 13F -8,129 shares

    0.53% of the 13F portfolio, value $40,244,140.

    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 574,549 shares
    Change vs previous 13F -177,702 shares

    0.54% of the 13F portfolio, value $38,345,400.

    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 752,251 shares
    Change vs previous 13F +217,809 shares

    0.62% of the 13F portfolio, value $39,824,168.

    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 534,442 shares
    Change vs previous 13F -24,155 shares

    0.61% of the 13F portfolio, value $34,738,730.

    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 558,597 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $27,862,819.

    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).