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Disclosery

Nvest Financial, LLC: XLU position timeline

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

Nvest Financial, LLC held 29,120 XLU 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 29,120 shares
    Change vs previous 13F -852 shares

    0.42% of the 13F portfolio, value $1,320,302.

    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 29,972 shares
    Change vs previous 13F -561 shares

    0.51% of the 13F portfolio, value $1,375,436.

    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 30,533 shares
    Change vs previous 13F +18,040 shares

    0.54% of the 13F portfolio, value $1,303,441.

    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 12,493 shares
    Change vs previous 13F -3,041 shares

    0.63% of the 13F portfolio, value $1,089,547.

    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 15,534 shares
    Change vs previous 13F +301 shares

    0.66% of the 13F portfolio, value $1,268,500.

    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 15,233 shares
    Change vs previous 13F -741 shares

    0.64% of the 13F portfolio, value $1,201,127.

    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 15,974 shares
    Change vs previous 13F -653 shares

    0.61% of the 13F portfolio, value $1,209,091.

    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 16,627 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,343,163.

    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).