Vest Financial, LLC

Business address
8350 Broad Street, Suite 240, Mclean, VA, 22102
Top securities (13F)
NVDA, CB, MSFT, ABT, ADP, AFL, AAPL, JNJ, IBM, GOOGL, XOM, CINF, ABBV, META, CHRW, KLAC, LIN, CAT, JPM, and WMT
State of incorporation
DE
Fiscal year end
31 December
Former names
CBOE Vest Financial, LLC (to 30 Oct 2023)
⭐ Add to watchlist ⭐
Vest Financial, LLC has filed 33 SEC EDGAR filings since 12 Jul 2017

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 30 Oct 2025 30 Sep 2025 028-20621
N-PX Open Document Open Filing 31 Jul 2025 30 Jun 2025 028-20621
13F-HR Open Document Open Filing 25 Jul 2025 30 Jun 2025 028-20621
13F-HR Open Document Open Filing 11 Apr 2025 31 Mar 2025 028-20621
13F-HR Open Document Open Filing 28 Jan 2025 31 Dec 2024 028-20621
13F-HR Open Document Open Filing 18 Oct 2024 30 Sep 2024 028-20621
N-PX Open Document Open Filing 09 Aug 2024 30 Jun 2024 028-20621
13F-HR Open Document Open Filing 08 Aug 2024 30 Jun 2024 028-20621
13F-HR Open Document Open Filing 30 Apr 2024 31 Mar 2024 028-20621
13F-HR Open Document Open Filing 11 Jan 2024 31 Dec 2023 028-20621
13F-HR Open Document Open Filing 30 Oct 2023 30 Sep 2023 028-20621
13F-HR Open Document Open Filing 28 Jul 2023 30 Jun 2023 028-20621
13F-HR Open Document Open Filing 12 May 2023 31 Mar 2023 028-20621
13F-HR Open Document Open Filing 13 Feb 2023 31 Dec 2022 028-20621
13F-HR/A Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-20621
13F-HR Open Document Open Filing 10 Nov 2022 30 Sep 2022 028-20621
13F-HR Open Document Open Filing 12 Aug 2022 30 Jun 2022 028-20621
13F-HR Open Document Open Filing 13 May 2022 31 Mar 2022 028-20621
13F-HR Open Document Open Filing 11 Feb 2022 31 Dec 2021 028-20621
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-20621
13F-HR Open Document Open Filing 16 Jul 2021 30 Jun 2021 028-20621
13F-HR/A Open Document Open Filing 09 Jul 2021 31 Mar 2021 028-20621
13F-HR Open Document Open Filing 14 May 2021 31 Mar 2021 028-20621
13F-HR Open Document Open Filing 09 Feb 2021 31 Dec 2020 028-20621
APP WD Open Document Open Filing FORM APP WD 22 Nov 2019 812-14861
40-APP/A Open Document Open Filing FORM 40-APP/A 12 Jul 2018 812-14861
APP ORDR Open Document Open Filing 10 Apr 2018 812-14801
APP NTC Open Document Open Filing 10 Apr 2018 812-14801
40-APP Open Document Open Filing FORM 40-APP 28 Dec 2017 812-14861
40-APP/A Open Document Open Filing AMENDED EXEMPTIVE APPLICATION 02 Nov 2017 812-14800-01
40-APP/A Open Document Open Filing AMENDED EXEMPTIVE APPLICATION 19 Oct 2017 812-14801
40-APP Open Document Open Filing EXEMPTIVE APPLICATION 18 Jul 2017 812-14801
40-APP Open Document Open Filing EXEMPTIVE APPLICATION 12 Jul 2017 812-14800-01