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Disclosery

Vest Financial, LLC: TU position timeline

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

Vest Financial, LLC held 859,066 TU 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 859,066 shares
    Change vs previous 13F +401,014 shares

    0.1% of the 13F portfolio, value $9,080,328.

    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 458,052 shares
    Change vs previous 13F +100,347 shares

    0.07% of the 13F portfolio, value $5,876,807.

    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 357,705 shares
    Change vs previous 13F +176,316 shares

    0.06% of the 13F portfolio, value $4,710,975.

    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 181,389 shares
    Change vs previous 13F +70,006 shares

    0.04% of the 13F portfolio, value $2,860,505.

    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 111,383 shares
    Change vs previous 13F +15,439 shares

    0.03% of the 13F portfolio, value $1,788,811.

    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 95,944 shares
    Change vs previous 13F +31,604 shares

    0.02% of the 13F portfolio, value $1,375,837.

    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 64,340 shares
    Change vs previous 13F +19,430 shares

    0.02% of the 13F portfolio, value $872,450.

    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 44,910 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $753,590.

    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).