Skip to content
Disclosery

Nvest Wealth Strategies, Inc.: AVUV position timeline

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

Nvest Wealth Strategies, Inc. held 98,278 AVUV 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 98,278 shares
    Change vs previous 13F -1,924 shares

    8.44% of the 13F portfolio, value $11,574,159.

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

  2. period ended2026-06-30
    13F 100,202 shares
    Change vs previous 13F +1,939 shares

    7.86% of the 13F portfolio, value $12,501,231.

    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 98,263 shares
    Change vs previous 13F -3,156 shares

    7.64% of the 13F portfolio, value $10,855,086.

    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 101,419 shares
    Change vs previous 13F not available

    7.65% of the 13F portfolio, value $10,342,666.

    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).