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Disclosery

Vest Financial, LLC: VLTO position timeline

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

Vest Financial, LLC held 738,317 VLTO 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 738,317 shares
    Change vs previous 13F +254,716 shares

    0.69% of the 13F portfolio, value $65,473,951.

    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 483,601 shares
    Change vs previous 13F +203,489 shares

    0.51% of the 13F portfolio, value $42,760,000.

    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 280,112 shares
    Change vs previous 13F +150,778 shares

    0.35% of the 13F portfolio, value $27,949,575.

    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 129,334 shares
    Change vs previous 13F +118,380 shares

    0.18% of the 13F portfolio, value $13,788,298.

    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 10,954 shares
    Change vs previous 13F -5,870 shares

    0.02% of the 13F portfolio, value $1,105,807.

    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 16,824 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,639,499.

    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).