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Disclosery

Nvest Financial, LLC: IWR position timeline

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

Nvest Financial, LLC held 24,086 IWR 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 24,086 shares
    Change vs previous 13F +2,150 shares

    0.84% of the 13F portfolio, value $2,657,187.

    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 21,936 shares
    Change vs previous 13F +741 shares

    0.79% of the 13F portfolio, value $2,132,801.

    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 21,195 shares
    Change vs previous 13F +4,486 shares

    0.85% of the 13F portfolio, value $2,040,485.

    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 16,709 shares
    Change vs previous 13F -3,630 shares

    0.93% of the 13F portfolio, value $1,613,261.

    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 20,339 shares
    Change vs previous 13F -16,950 shares

    0.97% of the 13F portfolio, value $1,870,596.

    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 37,289 shares
    Change vs previous 13F -1,644 shares

    1.7% of the 13F portfolio, value $3,172,172.

    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 38,933 shares
    Change vs previous 13F +223 shares

    1.75% of the 13F portfolio, value $3,441,649.

    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 38,710 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $3,411,935.

    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).