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Disclosery

Nvest Financial, LLC: JULT position timeline

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

Nvest Financial, LLC held 12,281 JULT 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 12,281 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $586,725.

    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 12,281 shares
    Change vs previous 13F -358 shares

    0.2% of the 13F portfolio, value $539,863.

    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 12,639 shares
    Change vs previous 13F +1,801 shares

    0.24% of the 13F portfolio, value $567,198.

    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 10,838 shares
    Change vs previous 13F +2,859 shares

    0.27% of the 13F portfolio, value $475,504.

    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 7,979 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $333,123.

    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 7,979 shares
    Change vs previous 13F +145 shares

    0.16% of the 13F portfolio, value $305,214.

    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 7,834 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $309,109.

    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 7,834 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $303,097.

    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).