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Disclosery

Vest Financial, LLC: WM position timeline

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

Vest Financial, LLC held 39,647 WM 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 39,647 shares
    Change vs previous 13F +639 shares

    0.09% of the 13F portfolio, value $8,836,522.

    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 39,008 shares
    Change vs previous 13F +5,735 shares

    0.11% of the 13F portfolio, value $8,963,648.

    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 33,273 shares
    Change vs previous 13F -535 shares

    0.09% of the 13F portfolio, value $7,310,410.

    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 33,808 shares
    Change vs previous 13F +6,502 shares

    0.1% of the 13F portfolio, value $7,465,821.

    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 27,306 shares
    Change vs previous 13F +7,698 shares

    0.09% of the 13F portfolio, value $6,248,158.

    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 19,608 shares
    Change vs previous 13F +8,307 shares

    0.07% of the 13F portfolio, value $4,539,450.

    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 11,301 shares
    Change vs previous 13F +1,797 shares

    0.04% of the 13F portfolio, value $2,280,429.

    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 9,504 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,973,030.

    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).