Nvest Financial, LLC: NVDA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nvest Financial, LLC on NVDA, newest first. How the timeline and the estimate are built.
Nvest Financial, LLC held 37,439 NVDA shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 37,439 sharesChange vs previous 13F -1,430 shares
2.37% of the 13F portfolio, value $7,491,244.
13F-HR 0001951757-26-001090 filed by Nvest Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 38,869 sharesChange vs previous 13F -1,357 shares
2.53% of the 13F portfolio, value $6,778,793.
13F-HR 0001951757-26-000748 filed by Nvest Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 40,226 sharesChange vs previous 13F +4,638 shares
3.12% of the 13F portfolio, value $7,502,175.
13F-HR 0001951757-26-000418 filed by Nvest Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 35,588 sharesChange vs previous 13F +5,001 shares
3.82% of the 13F portfolio, value $6,640,010.
13F-HR 0001951757-25-001414 filed by Nvest Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 30,587 sharesChange vs previous 13F +3,654 shares
2.52% of the 13F portfolio, value $4,832,364.
13F-HR 0001085146-25-004208 filed by Nvest Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 26,933 sharesChange vs previous 13F +2,777 shares
1.56% of the 13F portfolio, value $2,919,008.
13F-HR 0001085146-25-002281 filed by Nvest Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 24,156 sharesChange vs previous 13F +9,780 shares
1.65% of the 13F portfolio, value $3,243,922.
13F-HR 0001085146-25-000413 filed by Nvest Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,376 sharesChange vs previous 13F not available
1% of the 13F portfolio, value $1,745,836.
13F-HR 0001085146-24-004757 filed by Nvest Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).