Position in FWRD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,621
-$384 QoQ
Shares Held
120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#160
of 184 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FWRD Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Nvest Wealth Strategies, Inc. holds $348,907 across 6 Integrated Freight & Logistics names. FWRD ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JBHT |
Hunt J B Transport Services Inc
|
1,142 | $330,529 | |
| 2 | FDX |
Fedex Corp
|
27 | $8,454 | |
| 3 | UPS |
United Parcel Service Inc
|
50 | $5,375 | |
| 4 | FDXF |
FedEx Freight Holding Company, Inc.
|
14 | $2,114 | |
| 5 | FWRD |
Forward Air Corp
This page
|
120 | $1,621 | |
| 6 | EXPD |
Expeditors International Of Washington Inc
|
5 | $814 |
All Filings in FWRD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,621 | 120 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,005 | 120 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,000 | 120 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||