Nvest Wealth Strategies, Inc.

All 13F Filings

Location
Powell, OH
CIK
0002106942
All SEC filings
View on sec.gov
Filing ID Report Period Holdings Value ($000) Form Type Date Filed Name
000210694226000002 Q1 2026 395 142,861,840 13F-HR 4/13/2026 Nvest Wealth Strategies, Inc.