IR
Superintel
Overview
Markets
Watchlist
More
Nvest Wealth Strategies, Inc.
ETF
Concentrated long-term
CIK: 0002106942 | POWELL, OH
Watch
Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
548
$138.2M
2026-10-14
SEC ↗
Q2 2026
13F-HR
393
$160.0M
2026-07-10
SEC ↗
Q1 2026
13F-HR
438
$142.9M
2026-04-13
SEC ↗
Q4 2025
13F-HR
216
$136.3M
2026-01-28
SEC ↗