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Nvest Wealth Strategies, Inc.: QQQ position timeline

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

Nvest Wealth Strategies, Inc. held 279 QQQ 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 279 shares
    Change vs previous 13F -87 shares

    0.15% of the 13F portfolio, value $206,396.

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

  2. period ended2026-06-30
    13F 366 shares
    Change vs previous 13F -49 shares

    0.17% of the 13F portfolio, value $269,523.

    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 415 shares
    Change vs previous 13F -122 shares

    0.17% of the 13F portfolio, value $239,530.

    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 537 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $329,885.

    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).