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Disclosery

Vest Financial, LLC: WTFC position timeline

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

Vest Financial, LLC held 51,524 WTFC 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 51,524 shares
    Change vs previous 13F -221 shares

    0.09% of the 13F portfolio, value $8,280,937.

    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 51,745 shares
    Change vs previous 13F +5,770 shares

    0.09% of the 13F portfolio, value $7,189,450.

    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 45,975 shares
    Change vs previous 13F -77,534 shares

    0.08% of the 13F portfolio, value $6,428,225.

    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 123,509 shares
    Change vs previous 13F +11,273 shares

    0.21% of the 13F portfolio, value $16,357,531.

    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 112,236 shares
    Change vs previous 13F +11,008 shares

    0.2% of the 13F portfolio, value $13,915,020.

    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 101,228 shares
    Change vs previous 13F +81,422 shares

    0.18% of the 13F portfolio, value $11,384,101.

    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 19,806 shares
    Change vs previous 13F +6,081 shares

    0.04% of the 13F portfolio, value $2,470,006.

    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 13,725 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,489,574.

    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).