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Disclosery

Nvest Financial, LLC: ADP position timeline

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

Nvest Financial, LLC held 8,593 ADP shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,593 shares
    Change vs previous 13F +419 shares

    0.61% of the 13F portfolio, value $1,924,365.

    13F-HR 0001951757-26-001090 filed by Nvest 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 8,174 shares
    Change vs previous 13F +1,314 shares

    0.62% of the 13F portfolio, value $1,660,700.

    13F-HR 0001951757-26-000748 filed by Nvest 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 6,860 shares
    Change vs previous 13F +2,192 shares

    0.73% of the 13F portfolio, value $1,764,580.

    13F-HR 0001951757-26-000418 filed by Nvest 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 4,668 shares
    Change vs previous 13F -1,148 shares

    0.79% of the 13F portfolio, value $1,370,058.

    13F-HR 0001951757-25-001414 filed by Nvest 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 5,816 shares
    Change vs previous 13F +1,004 shares

    0.93% of the 13F portfolio, value $1,793,715.

    13F-HR 0001085146-25-004208 filed by Nvest 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 4,812 shares
    Change vs previous 13F +795 shares

    0.79% of the 13F portfolio, value $1,470,116.

    13F-HR 0001085146-25-002281 filed by Nvest 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 4,017 shares
    Change vs previous 13F +880 shares

    0.6% of the 13F portfolio, value $1,175,840.

    13F-HR 0001085146-25-000413 filed by Nvest 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 3,137 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $868,194.

    13F-HR 0001085146-24-004757 filed by Nvest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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