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Disclosery

Nvest Financial, LLC: V position timeline

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

Nvest Financial, LLC held 10,162 V 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 10,162 shares
    Change vs previous 13F -42 shares

    1.1% of the 13F portfolio, value $3,486,329.

    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 10,204 shares
    Change vs previous 13F +430 shares

    1.15% of the 13F portfolio, value $3,084,033.

    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 9,774 shares
    Change vs previous 13F +2,379 shares

    1.42% of the 13F portfolio, value $3,427,734.

    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 7,395 shares
    Change vs previous 13F -1,404 shares

    1.45% of the 13F portfolio, value $2,524,633.

    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 8,799 shares
    Change vs previous 13F -83 shares

    1.63% of the 13F portfolio, value $3,124,204.

    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 8,882 shares
    Change vs previous 13F +216 shares

    1.67% of the 13F portfolio, value $3,112,668.

    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 8,666 shares
    Change vs previous 13F +888 shares

    1.39% of the 13F portfolio, value $2,738,700.

    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 7,778 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $2,138,500.

    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).