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Disclosery

Vest Financial, LLC: TROW position timeline

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

Vest Financial, LLC held 548,644 TROW 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 548,644 shares
    Change vs previous 13F +20,743 shares

    0.65% of the 13F portfolio, value $62,375,336.

    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 527,901 shares
    Change vs previous 13F +29,863 shares

    0.57% of the 13F portfolio, value $47,584,996.

    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 498,038 shares
    Change vs previous 13F -11,746 shares

    0.65% of the 13F portfolio, value $50,989,131.

    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 509,784 shares
    Change vs previous 13F -106,567 shares

    0.68% of the 13F portfolio, value $52,324,230.

    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 616,351 shares
    Change vs previous 13F +146,382 shares

    0.84% of the 13F portfolio, value $59,477,872.

    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 469,969 shares
    Change vs previous 13F -36,768 shares

    0.67% of the 13F portfolio, value $43,176,053.

    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 506,737 shares
    Change vs previous 13F +76,910 shares

    1.01% of the 13F portfolio, value $57,306,888.

    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 429,827 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $46,821,055.

    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).