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Disclosery

Nvest Financial, LLC: QQQ position timeline

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

Nvest Financial, LLC held 8,379 QQQ 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 8,379 shares
    Change vs previous 13F +113 shares

    1.95% of the 13F portfolio, value $6,170,408.

    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 8,266 shares
    Change vs previous 13F +799 shares

    1.78% of the 13F portfolio, value $4,771,152.

    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 7,467 shares
    Change vs previous 13F +1,999 shares

    1.91% of the 13F portfolio, value $4,587,011.

    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 5,468 shares
    Change vs previous 13F -1,303 shares

    1.89% of the 13F portfolio, value $3,282,870.

    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 6,771 shares
    Change vs previous 13F +296 shares

    1.95% of the 13F portfolio, value $3,735,356.

    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 6,475 shares
    Change vs previous 13F +91 shares

    1.63% of the 13F portfolio, value $3,036,182.

    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 6,384 shares
    Change vs previous 13F +910 shares

    1.66% of the 13F portfolio, value $3,263,611.

    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 5,474 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $2,671,809.

    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).