Position in B
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,065
+$209 QoQ
Shares Held
29
+38.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#980
of 1,002 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Nvest Wealth Strategies, Inc. holds $47,588 across 5 Gold names. B ranks #5 (2.2% of the industry book) .
All Filings in B
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,065 | 29 | Shares | Other | 2026-07-10 | |
| 2026-03-31 | $856 | 21 | Shares | Other | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||