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
- period ended2026-06-3013F 397,873 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 282,196 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 254,655 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 171,567 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 149,226 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 112,592 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 69,947 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 74,799 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).