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Disclosery

Vest Financial, LLC: WFC position timeline

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

Vest Financial, LLC held 474,355 WFC 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 474,355 shares
    Change vs previous 13F +233,312 shares

    0.41% of the 13F portfolio, value $39,200,696.

    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 241,043 shares
    Change vs previous 13F +183,062 shares

    0.23% of the 13F portfolio, value $19,189,434.

    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 57,981 shares
    Change vs previous 13F +10,987 shares

    0.07% of the 13F portfolio, value $5,403,829.

    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 46,994 shares
    Change vs previous 13F +9,036 shares

    0.05% of the 13F portfolio, value $3,939,036.

    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 37,958 shares
    Change vs previous 13F +10,702 shares

    0.04% of the 13F portfolio, value $3,041,194.

    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 27,256 shares
    Change vs previous 13F +11,547 shares

    0.03% of the 13F portfolio, value $1,956,710.

    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 15,709 shares
    Change vs previous 13F +916 shares

    0.02% of the 13F portfolio, value $1,103,400.

    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 14,793 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $835,657.

    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).