Nvest Wealth Strategies, Inc.
Position in PANL — Pangaea Logistics Solutions Ltd.
CIK 2106942
POWELL, OH
Position in PANL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$6,500
-$580 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#126
of 159 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANL Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Nvest Wealth Strategies, Inc. holds $19,237 across 3 Marine Shipping names. PANL ranks #2 (33.8% of the industry book) .
All Filings in PANL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,500 | 1,000 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $7,080 | 1,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,880 | 1,000 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||