Nvest Financial, LLC historic quarter change: Foreign Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Nvest Financial, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1915315), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-30); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-09); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Prosperitas Financial LLC | United States | $0.268B | 93 |
| FOURSIXTHREE CAPITAL LP | United States | $0.268B | 18 |
| AIP, LLC | United States | $0.268B | 3 |
| National Wealth Management Group, LLC | United States | $0.269B | 215 |
| Persistent Asset Partners Ltd | Hong Kong | $0.268B | 388 |
| UNTITLED INVESTMENTS LP | United States | $0.269B | 16 |
| BCU Wealth Advisors, LLC | United States | $0.268B | 60 |
| VARCOV Co. | United States | $0.268B | 363 |
| Northstar Advisory Group, LLC | United States | $0.269B | 113 |
| Strait & Sound Wealth Management LLC | United States | $0.269B | 180 |