Skip to content
Disclosery

Nvest Financial, LLC: SPY position timeline

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

Nvest Financial, LLC held 23,119 SPY 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 23,119 shares
    Change vs previous 13F +2,669 shares

    5.46% of the 13F portfolio, value $17,264,656.

    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 20,450 shares
    Change vs previous 13F +3,947 shares

    4.95% of the 13F portfolio, value $13,299,619.

    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 16,503 shares
    Change vs previous 13F +5,240 shares

    4.68% of the 13F portfolio, value $11,253,626.

    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 11,263 shares
    Change vs previous 13F -3,533 shares

    4.31% of the 13F portfolio, value $7,503,216.

    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 14,796 shares
    Change vs previous 13F +804 shares

    4.76% of the 13F portfolio, value $9,141,466.

    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 13,992 shares
    Change vs previous 13F -4 shares

    4.19% of the 13F portfolio, value $7,827,208.

    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 13,996 shares
    Change vs previous 13F +149 shares

    4.16% of the 13F portfolio, value $8,202,727.

    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 13,847 shares
    Change vs previous 13F not available

    4.53% of the 13F portfolio, value $7,944,976.

    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).