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Disclosery

Vest Financial, LLC: YOU position timeline

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

Vest Financial, LLC held 177,664 YOU 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 177,664 shares
    Change vs previous 13F -25,378 shares

    0.1% of the 13F portfolio, value $9,901,214.

    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 203,042 shares
    Change vs previous 13F -3,978 shares

    0.12% of the 13F portfolio, value $9,829,263.

    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 207,020 shares
    Change vs previous 13F +10,353 shares

    0.09% of the 13F portfolio, value $7,262,262.

    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 196,667 shares
    Change vs previous 13F +29,527 shares

    0.09% of the 13F portfolio, value $6,564,744.

    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 167,140 shares
    Change vs previous 13F +68,585 shares

    0.07% of the 13F portfolio, value $4,639,806.

    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 98,555 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,553,560.

    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).