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Nvest Wealth Strategies, Inc.: AVMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nvest Wealth Strategies, Inc. on AVMV, newest first. How the timeline and the estimate are built.

Nvest Wealth Strategies, Inc. held 15,011 AVMV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,011 shares
    Change vs previous 13F -167 shares

    0.84% of the 13F portfolio, value $1,145,790.

    13F-HR 0002106942-26-000004 filed by Nvest Wealth Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,178 shares
    Change vs previous 13F +317 shares

    0.77% of the 13F portfolio, value $1,222,361.

    13F-HR 0002106942-26-000003 filed by Nvest Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 14,861 shares
    Change vs previous 13F +301 shares

    0.78% of the 13F portfolio, value $1,102,389.

    13F-HR 0002106942-26-000002 filed by Nvest Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 14,560 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,036,672.

    13F-HR 0002106942-26-000001 filed by Nvest Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).