Skip to content
Disclosery

Vest Financial, LLC: SYY position timeline

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

Vest Financial, LLC held 649,263 SYY 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 649,263 shares
    Change vs previous 13F -23,870 shares

    0.57% of the 13F portfolio, value $54,265,402.

    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 673,133 shares
    Change vs previous 13F +45,558 shares

    0.58% of the 13F portfolio, value $48,014,577.

    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 627,575 shares
    Change vs previous 13F -59,030 shares

    0.59% of the 13F portfolio, value $46,246,002.

    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 686,605 shares
    Change vs previous 13F -46,185 shares

    0.74% of the 13F portfolio, value $56,535,056.

    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 732,790 shares
    Change vs previous 13F -445 shares

    0.79% of the 13F portfolio, value $55,501,514.

    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 733,235 shares
    Change vs previous 13F -29,423 shares

    0.85% of the 13F portfolio, value $55,021,955.

    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 762,658 shares
    Change vs previous 13F +85,402 shares

    1.03% of the 13F portfolio, value $58,312,831.

    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 677,256 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $52,866,604.

    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).