Nvest Wealth Strategies, Inc. historic quarter change: USA Rights, Reduced
In rights (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Nvest Wealth Strategies, Inc. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2106942), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-13). 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 2025-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| 11.2 Capital Management, LLC | United States | $0.143B | 1 |
| GreatBanc Trust CO | United States | $0.143B | 112 |
| Settian Capital LP | United States | $0.143B | 26 |
| Ipsen Advisor Group LLC | United States | $0.143B | 104 |
| Cooper Capital Advisors LLC | United States | $0.143B | 35 |
| PRIMORIS WEALTH ADVISORS, LLC | United States | $0.143B | 96 |
| ENTRUST FINANCIAL LLC | United States | $0.143B | 457 |
| Petiole USA ltd | United States | $0.143B | 32 |
| Strong Retirement Solutions LLC | United States | $0.143B | 86 |
| Chatterton & Associates Inc. | United States | $0.143B | 97 |