Nvest Financial, LLC: TDY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nvest Financial, LLC on TDY, newest first. How the timeline and the estimate are built.
Nvest Financial, LLC held 2,088 TDY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 2,088 sharesChange vs previous 13F +156 shares
0.44% of the 13F portfolio, value $1,392,487.
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 1,932 sharesChange vs previous 13F +84 shares
0.44% of the 13F portfolio, value $1,168,879.
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 1,848 sharesChange vs previous 13F +434 shares
0.39% of the 13F portfolio, value $943,829.
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 1,414 sharesChange vs previous 13F -220 shares
0.48% of the 13F portfolio, value $828,661.
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 1,634 sharesChange vs previous 13F +21 shares
0.44% of the 13F portfolio, value $837,115.
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 1,613 sharesChange vs previous 13F +188 shares
0.43% of the 13F portfolio, value $802,806.
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 1,425 sharesChange vs previous 13F +129 shares
0.34% of the 13F portfolio, value $661,385.
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 1,296 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $567,207.
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).