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Nvest Wealth Strategies, Inc.: FNDF position timeline

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

Nvest Wealth Strategies, Inc. held 47,472 FNDF shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,472 shares
    Change vs previous 13F -81 shares

    1.57% of the 13F portfolio, value $2,504,623.

    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).

  2. period ended2026-03-31
    13F 47,553 shares
    Change vs previous 13F +1,399 shares

    1.64% of the 13F portfolio, value $2,326,769.

    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).

  3. period ended2025-12-31
    13F 46,154 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $2,086,623.

    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).