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Disclosery

Nvest Financial, LLC: YJUN position timeline

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

Nvest Financial, LLC held 18,621 YJUN 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 18,621 shares
    Change vs previous 13F -71 shares

    0.16% of the 13F portfolio, value $499,043.

    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 18,692 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $481,319.

    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 18,692 shares
    Change vs previous 13F +7,299 shares

    0.2% of the 13F portfolio, value $479,325.

    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 11,393 shares
    Change vs previous 13F -7,117 shares

    0.16% of the 13F portfolio, value $285,623.

    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 18,510 shares
    Change vs previous 13F -8,283 shares

    0.24% of the 13F portfolio, value $453,125.

    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 26,793 shares
    Change vs previous 13F -2,559 shares

    0.33% of the 13F portfolio, value $607,665.

    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 29,352 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $633,710.

    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).