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Nvest Wealth Strategies, Inc.: TDVG position timeline

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

Nvest Wealth Strategies, Inc. held 37,052 TDVG 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 37,052 shares
    Change vs previous 13F +14,461 shares

    1.3% of the 13F portfolio, value $1,788,127.

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

  2. period ended2026-06-30
    13F 22,591 shares
    Change vs previous 13F +10,789 shares

    0.7% of the 13F portfolio, value $1,107,629.

    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 11,802 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $526,724.

    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).