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Nvest Wealth Strategies, Inc.: DXJ position timeline

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

Nvest Wealth Strategies, Inc. held 38,968 DXJ 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 38,968 shares
    Change vs previous 13F +415 shares

    5.13% of the 13F portfolio, value $7,035,606.

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

  2. period ended2026-06-30
    13F 38,553 shares
    Change vs previous 13F +991 shares

    4.21% of the 13F portfolio, value $6,689,735.

    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 37,562 shares
    Change vs previous 13F +5,040 shares

    4.19% of the 13F portfolio, value $5,956,648.

    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 32,522 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $4,688,432.

    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).