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Disclosery

Nvest Financial, LLC: SEPT position timeline

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

Nvest Financial, LLC held 28,709 SEPT 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 28,709 shares
    Change vs previous 13F +410 shares

    0.34% of the 13F portfolio, value $1,077,736.

    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 28,299 shares
    Change vs previous 13F -1,324 shares

    0.36% of the 13F portfolio, value $972,099.

    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 29,623 shares
    Change vs previous 13F +6,502 shares

    0.43% of the 13F portfolio, value $1,041,651.

    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 23,121 shares
    Change vs previous 13F -4,878 shares

    0.46% of the 13F portfolio, value $797,002.

    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 27,999 shares
    Change vs previous 13F +580 shares

    0.47% of the 13F portfolio, value $901,557.

    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 27,419 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $818,663.

    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 27,419 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $838,747.

    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 27,419 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $824,456.

    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).