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Disclosery

Nvest Financial, LLC: IEV position timeline

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

Nvest Financial, LLC held 80,057 IEV 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 80,057 shares
    Change vs previous 13F +5,457 shares

    1.84% of the 13F portfolio, value $5,832,129.

    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 74,600 shares
    Change vs previous 13F +7,539 shares

    1.89% of the 13F portfolio, value $5,068,314.

    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 67,061 shares
    Change vs previous 13F +23,841 shares

    1.91% of the 13F portfolio, value $4,600,418.

    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 43,220 shares
    Change vs previous 13F -12,964 shares

    1.63% of the 13F portfolio, value $2,830,066.

    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 56,184 shares
    Change vs previous 13F +13,109 shares

    1.85% of the 13F portfolio, value $3,553,665.

    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 43,075 shares
    Change vs previous 13F +3,532 shares

    1.34% of the 13F portfolio, value $2,506,965.

    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 39,543 shares
    Change vs previous 13F -6,556 shares

    1.05% of the 13F portfolio, value $2,058,595.

    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 46,099 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $2,686,166.

    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).