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Disclosery

Nvest Financial, LLC: BUFR position timeline

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

Nvest Financial, LLC held 84,458 BUFR 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 84,458 shares
    Change vs previous 13F -1,422 shares

    0.98% of the 13F portfolio, value $3,085,260.

    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 85,880 shares
    Change vs previous 13F -2,243 shares

    1.08% of the 13F portfolio, value $2,900,176.

    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 88,123 shares
    Change vs previous 13F +40,633 shares

    1.26% of the 13F portfolio, value $3,019,103.

    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 47,490 shares
    Change vs previous 13F -40,608 shares

    0.91% of the 13F portfolio, value $1,587,116.

    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 88,098 shares
    Change vs previous 13F -1,769 shares

    1.46% of the 13F portfolio, value $2,801,516.

    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 89,867 shares
    Change vs previous 13F 0 shares

    1.43% of the 13F portfolio, value $2,668,151.

    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 89,867 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,738,247.

    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).