Nvest Wealth Strategies, Inc.
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2106942
POWELL, OH
Position in BR
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,299
New position
Shares Held
8
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Information Technology Services
Technology · as of Jun 30, 2026Nvest Wealth Strategies, Inc. holds $23,001 across 4 Information Technology Services names.
All Filings in BR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,299 | 8 | Shares | Other | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||