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Disclosery

Nvest Financial, LLC: IWV position timeline

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

Nvest Financial, LLC held 5,582 IWV 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 5,582 shares
    Change vs previous 13F -136 shares

    0.75% of the 13F portfolio, value $2,380,234.

    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 5,718 shares
    Change vs previous 13F +12 shares

    0.79% of the 13F portfolio, value $2,119,393.

    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 5,706 shares
    Change vs previous 13F +16 shares

    0.92% of the 13F portfolio, value $2,207,402.

    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 5,690 shares
    Change vs previous 13F +14 shares

    1.24% of the 13F portfolio, value $2,156,224.

    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 5,676 shares
    Change vs previous 13F +15 shares

    1.04% of the 13F portfolio, value $1,992,299.

    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 5,661 shares
    Change vs previous 13F +14 shares

    0.96% of the 13F portfolio, value $1,798,248.

    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 5,647 shares
    Change vs previous 13F +17 shares

    0.96% of the 13F portfolio, value $1,887,432.

    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 5,630 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,839,391.

    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).