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Vest Financial, LLC: VZ position timeline

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

Vest Financial, LLC held 397,873 VZ 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 397,873 shares
    Change vs previous 13F +115,677 shares

    0.18% of the 13F portfolio, value $16,845,941.

    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 282,196 shares
    Change vs previous 13F +27,541 shares

    0.17% of the 13F portfolio, value $14,166,240.

    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 254,655 shares
    Change vs previous 13F +83,088 shares

    0.13% of the 13F portfolio, value $10,372,098.

    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 171,567 shares
    Change vs previous 13F +22,341 shares

    0.1% of the 13F portfolio, value $7,540,369.

    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 149,226 shares
    Change vs previous 13F +36,634 shares

    0.09% of the 13F portfolio, value $6,457,010.

    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 112,592 shares
    Change vs previous 13F +42,645 shares

    0.08% of the 13F portfolio, value $5,107,172.

    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 69,947 shares
    Change vs previous 13F -4,852 shares

    0.05% of the 13F portfolio, value $2,797,181.

    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 74,799 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,359,224.

    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).