Skip to content
Disclosery

Nvest Wealth Strategies, Inc.: BINV position timeline

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

Nvest Wealth Strategies, Inc. held 345,325 BINV 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 345,325 shares
    Change vs previous 13F +15,916 shares

    10.84% of the 13F portfolio, value $14,876,614.

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

  2. period ended2026-06-30
    13F 329,409 shares
    Change vs previous 13F +16,130 shares

    8.69% of the 13F portfolio, value $13,822,020.

    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 313,279 shares
    Change vs previous 13F +49,670 shares

    9.09% of the 13F portfolio, value $12,913,363.

    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 263,609 shares
    Change vs previous 13F not available

    7.82% of the 13F portfolio, value $10,581,253.

    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).