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Disclosery

Nvest Financial, LLC: VDC position timeline

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

Nvest Financial, LLC held 9,410 VDC 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 9,410 shares
    Change vs previous 13F -1,308 shares

    0.67% of the 13F portfolio, value $2,121,912.

    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 10,718 shares
    Change vs previous 13F +48 shares

    0.9% of the 13F portfolio, value $2,407,231.

    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 10,670 shares
    Change vs previous 13F +4,094 shares

    0.94% of the 13F portfolio, value $2,253,834.

    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 6,576 shares
    Change vs previous 13F -4,495 shares

    0.81% of the 13F portfolio, value $1,405,528.

    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 11,071 shares
    Change vs previous 13F -361 shares

    1.26% of the 13F portfolio, value $2,424,613.

    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 11,432 shares
    Change vs previous 13F +2,379 shares

    1.34% of the 13F portfolio, value $2,501,483.

    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 9,053 shares
    Change vs previous 13F +878 shares

    0.97% of the 13F portfolio, value $1,913,595.

    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 8,175 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,786,181.

    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).