Nvest Financial, LLC historic quarter change: USA Preferred Shares, New
In preferred shares (listed in the US), 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 |