Vest Financial, LLC IPAR — INTER PARFUMS INC

Ownership history in Vest Financial, LLC  ·  7 quarters on record

AI Ownership Summary

Vest Financial, LLC reported INTER PARFUMS INC (IPAR) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.09% in 2026 Q2. The latest visible filing shows IPAR at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IPAR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vest Financial, LLC's position in INTER PARFUMS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IPAR was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IPAR stock page Vest Financial, LLC fund profile Vest Financial, LLC full holdings
How Vest Financial, LLC held IPAR — position size vs. price
% of Fund (quarterly)    IPAR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 75,526 +9,043 +13.6% 0.09% $8.4M 2026-07-24 $nan
2026 Q1 ADDED — — — 66,483 +13,390 +25.2% 0.07% $6.0M 2026-04-24 $90.47
2025 Q4 ADDED — — — 53,093 +12,817 +31.8% 0.06% $4.5M 2026-01-30 $95.96
2025 Q3 ADDED — — — 40,276 +8,770 +27.8% 0.05% $4.0M 2025-10-30 $87.10
2025 Q2 ADDED — — — 31,506 +6,408 +25.5% 0.06% $4.1M 2025-07-25 $117.03
2025 Q1 ADDED — — — 25,098 +23,411 +1387.7% 0.04% $2.9M 2025-04-11 $102.00
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IPAR

As of 2026 Q2 — sorted by position size

Tributary Capital Management, LLC 3Y 7Y 1.02% Range Financial Group LLC 3Y 0.63% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.53% Legacy Wealth Asset Management, LLC 3Y 0.12% BURNEY CO/ 3Y 7Y 0.1% Carolina Wealth Advisors, LLC 3Y 0.09% Abel Hall, LLC 0.07% Rathbones Group PLC 3Y 7Y 0.02% OLD NATIONAL BANCORP /IN/ 3Y 7Y 0.02% Louisiana State Employees Retirement System 3Y 7Y 0.01%

FAQ About Vest Financial, LLC and IPAR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vest Financial, LLC reported owning IPAR?

Vest Financial, LLC reported IPAR across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported IPAR position in Vest Financial, LLC's portfolio?

The largest reported portfolio weight for IPAR was 0.09% in 2026 Q2.

What is the latest reported IPAR position on this page?

The most recent filing on this page is 2026 Q2, when Vest Financial, LLC reported 75,526 shares, equal to 0.09% of portfolio, with an estimated market value of $8.4M.

What does the chart on this IPAR ownership page compare?

The chart compares Vest Financial, LLC's quarterly IPAR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Vest Financial, LLC time their IPAR position?

Based on 13F filing dates vs. subsequent IPAR price moves, Vest Financial, LLC correctly timed 2 out of 6 reported position changes (33%).

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