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Disclosery

Nvest Wealth Strategies, Inc.: USEW position timeline

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

Nvest Wealth Strategies, Inc. held 5,108 USEW 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 5,108 shares
    Change vs previous 13F -44,591 shares

    0.21% of the 13F portfolio, value $282,621.

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

  2. period ended2026-06-30
    13F 49,699 shares
    Change vs previous 13F 0 shares

    1.74% of the 13F portfolio, value $2,774,590.

    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 49,699 shares
    Change vs previous 13F -1,400 shares

    1.71% of the 13F portfolio, value $2,429,270.

    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 51,099 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $2,593,527.

    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).