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Disclosery

Nvest Financial, LLC: CSB position timeline

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

Nvest Financial, LLC held 111,105 CSB 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 111,105 shares
    Change vs previous 13F +89 shares

    2.3% of the 13F portfolio, value $7,287,683.

    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 111,016 shares
    Change vs previous 13F +96,718 shares

    2.55% of the 13F portfolio, value $6,855,527.

    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 14,298 shares
    Change vs previous 13F +5,254 shares

    0.35% of the 13F portfolio, value $838,061.

    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 9,044 shares
    Change vs previous 13F +4,167 shares

    0.31% of the 13F portfolio, value $534,948.

    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 4,877 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $270,235.

    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).