Position in NTRS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$521
+$103 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,001
of 1,014 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NTRS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Nvest Wealth Strategies, Inc. holds $1,769 across 3 Asset Management names. NTRS ranks #2 (29.5% of the industry book) .
All Filings in NTRS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521 | 3 | Shares | Other | 2026-07-10 | |
| 2026-03-31 | $418 | 3 | Shares | Other | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||