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Nvest Financial, LLC: XYL position timeline

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

Nvest Financial, LLC held 7,107 XYL 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 7,107 shares
    Change vs previous 13F +1,815 shares

    0.27% of the 13F portfolio, value $840,147.

    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 5,292 shares
    Change vs previous 13F +944 shares

    0.24% of the 13F portfolio, value $632,356.

    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 4,348 shares
    Change vs previous 13F +1,951 shares

    0.25% of the 13F portfolio, value $592,127.

    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 2,397 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $353,537.

    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).