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Disclosery

Vest Financial, LLC: WHD position timeline

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

Vest Financial, LLC held 117,711 WHD 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 117,711 shares
    Change vs previous 13F -36,978 shares

    0.06% of the 13F portfolio, value $6,030,335.

    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 154,689 shares
    Change vs previous 13F +20,121 shares

    0.09% of the 13F portfolio, value $7,327,618.

    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 134,568 shares
    Change vs previous 13F +26,669 shares

    0.08% of the 13F portfolio, value $6,147,066.

    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 107,899 shares
    Change vs previous 13F +28,139 shares

    0.06% of the 13F portfolio, value $4,258,774.

    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 79,760 shares
    Change vs previous 13F +22,557 shares

    0.05% of the 13F portfolio, value $3,487,107.

    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 57,203 shares
    Change vs previous 13F +14,141 shares

    0.04% of the 13F portfolio, value $2,621,613.

    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 43,062 shares
    Change vs previous 13F +19,353 shares

    0.04% of the 13F portfolio, value $2,513,098.

    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 23,709 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,414,716.

    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).