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Disclosery

Nvest Financial, LLC: MART position timeline

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

Nvest Financial, LLC held 33,526 MART 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 33,526 shares
    Change vs previous 13F -2,648 shares

    0.44% of the 13F portfolio, value $1,405,708.

    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 36,174 shares
    Change vs previous 13F +5,599 shares

    0.52% of the 13F portfolio, value $1,387,649.

    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 30,575 shares
    Change vs previous 13F +15,525 shares

    0.49% of the 13F portfolio, value $1,184,213.

    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 15,050 shares
    Change vs previous 13F -16,003 shares

    0.33% of the 13F portfolio, value $567,451.

    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 31,053 shares
    Change vs previous 13F -1,435 shares

    0.58% of the 13F portfolio, value $1,115,039.

    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 32,488 shares
    Change vs previous 13F +4,022 shares

    0.58% of the 13F portfolio, value $1,087,250.

    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 28,466 shares
    Change vs previous 13F -641 shares

    0.49% of the 13F portfolio, value $959,287.

    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 29,107 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $957,682.

    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).