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Disclosery

Vest Financial, LLC: UI position timeline

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

Vest Financial, LLC held 4,573 UI 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 4,573 shares
    Change vs previous 13F +2,579 shares

    0.03% of the 13F portfolio, value $2,442,119.

    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 1,994 shares
    Change vs previous 13F +53 shares

    0.02% of the 13F portfolio, value $1,575,838.

    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 1,941 shares
    Change vs previous 13F +638 shares

    0.01% of the 13F portfolio, value $1,074,052.

    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 1,303 shares
    Change vs previous 13F +428 shares

    0.01% of the 13F portfolio, value $860,736.

    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 875 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $360,194.

    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 859 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $266,410.

    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).