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Disclosery

Nvest Financial, LLC: WEC position timeline

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

Nvest Financial, LLC held 3,398 WEC 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 3,398 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $396,784.

    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 3,398 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $393,386.

    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 3,398 shares
    Change vs previous 13F -26 shares

    0.15% of the 13F portfolio, value $358,353.

    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 3,424 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $392,356.

    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).