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Disclosery

Nvest Financial, LLC: IWF position timeline

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

Nvest Financial, LLC held 160,871 IWF 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 160,871 shares
    Change vs previous 13F +119,865 shares

    6.32% of the 13F portfolio, value $19,975,372.

    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 41,006 shares
    Change vs previous 13F +872 shares

    6.51% of the 13F portfolio, value $17,484,995.

    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 40,134 shares
    Change vs previous 13F +11,070 shares

    7.9% of the 13F portfolio, value $18,995,302.

    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 29,064 shares
    Change vs previous 13F -11,151 shares

    7.82% of the 13F portfolio, value $13,613,808.

    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 40,215 shares
    Change vs previous 13F -284 shares

    8.89% of the 13F portfolio, value $17,074,340.

    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 40,499 shares
    Change vs previous 13F -1,094 shares

    7.83% of the 13F portfolio, value $14,623,791.

    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 41,593 shares
    Change vs previous 13F -91 shares

    8.48% of the 13F portfolio, value $16,703,015.

    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 41,684 shares
    Change vs previous 13F not available

    8.93% of the 13F portfolio, value $15,647,462.

    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).