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Disclosery

Vestment Financial LLC: DFIP position timeline

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

Vestment Financial LLC held 159,371 DFIP 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 159,371 shares
    Change vs previous 13F +825 shares

    2.94% of the 13F portfolio, value $6,559,694.

    13F-HR 0002056705-26-000003 filed by Vestment 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 158,546 shares
    Change vs previous 13F +4,224 shares

    3.15% of the 13F portfolio, value $6,685,072.

    13F-HR 0002056705-26-000002 filed by Vestment 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 154,322 shares
    Change vs previous 13F +16,955 shares

    3.33% of the 13F portfolio, value $6,426,754.

    13F-HR 0002056705-26-000001 filed by Vestment 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 137,367 shares
    Change vs previous 13F +6,935 shares

    3.32% of the 13F portfolio, value $5,812,029.

    13F-HR 0002056705-25-000002 filed by Vestment 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 130,432 shares
    Change vs previous 13F +6,970 shares

    3.45% of the 13F portfolio, value $5,446,838.

    13F-HR 0001085146-25-003865 filed by Vestment 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 123,462 shares
    Change vs previous 13F +5,425 shares

    3.74% of the 13F portfolio, value $5,213,839.

    13F-HR 0001085146-25-002094 filed by Vestment 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 118,037 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $4,773,413.

    13F-HR 0001085146-25-001583 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).