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Disclosery

Nvest Financial, LLC: SPYG position timeline

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

Nvest Financial, LLC held 55,675 SPYG 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 55,675 shares
    Change vs previous 13F +3,643 shares

    2.09% of the 13F portfolio, value $6,624,820.

    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 52,032 shares
    Change vs previous 13F +7,923 shares

    1.9% of the 13F portfolio, value $5,094,451.

    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 44,109 shares
    Change vs previous 13F +11,228 shares

    1.96% of the 13F portfolio, value $4,706,471.

    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 32,881 shares
    Change vs previous 13F -10,704 shares

    1.97% of the 13F portfolio, value $3,436,386.

    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 43,585 shares
    Change vs previous 13F +7,703 shares

    2.16% of the 13F portfolio, value $4,154,549.

    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 35,882 shares
    Change vs previous 13F -849 shares

    1.54% of the 13F portfolio, value $2,883,813.

    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 36,731 shares
    Change vs previous 13F +6,318 shares

    1.64% of the 13F portfolio, value $3,228,645.

    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 30,413 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $2,522,427.

    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).