Skip to content
Disclosery

Vest Financial, LLC: UPS position timeline

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

Vest Financial, LLC held 19,297 UPS 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 19,297 shares
    Change vs previous 13F +309 shares

    0.02% of the 13F portfolio, value $2,074,431.

    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 18,988 shares
    Change vs previous 13F +1,863 shares

    0.02% of the 13F portfolio, value $1,868,039.

    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 17,125 shares
    Change vs previous 13F +2,582 shares

    0.02% of the 13F portfolio, value $1,698,627.

    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 14,543 shares
    Change vs previous 13F +2,798 shares

    0.02% of the 13F portfolio, value $1,214,776.

    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 11,745 shares
    Change vs previous 13F +3,309 shares

    0.02% of the 13F portfolio, value $1,185,542.

    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 8,436 shares
    Change vs previous 13F +3,574 shares

    0.01% of the 13F portfolio, value $927,876.

    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 4,862 shares
    Change vs previous 13F +997 shares

    0.01% of the 13F portfolio, value $613,098.

    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 3,865 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $526,954.

    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).