Position in KD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$226
-$36 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#591
of 652 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KD Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Nvest Wealth Strategies, Inc. holds $23,001 across 4 Information Technology Services names. KD ranks #4 (1.0% of the industry book) .
All Filings in KD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226 | 20 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $262 | 20 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $531 | 20 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||