Fund manager · 13F holdings
Nvest Wealth Strategies, Inc.
CIK 2106942
Q2 2026$159.05M
351 positions · Filed Jul 10, 2026 · Current
Q1 2026$142.05M
393 positions · Filed Apr 13, 2026
Q4 2025$135.22M
214 positions · Filed Jan 28, 2026
Q3 2025not filed
Q2 2025not filed
Q1 2025not filed
Q4 2024not filed
Q3 2024not filed
Q2 2024not filed
Q1 2024not filed
Q4 2023not filed
Q3 2023not filed
Q3 2023 is outside the free window
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