Nvest Wealth Strategies, Inc. quarter change: Foreign Rights, Added
In rights (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Nvest Wealth Strategies, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2106942): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-07-10). 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; share change is the position change.
No position of this class changed this way between the two filings.
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 |