Nvest Financial, LLC PAVE β€” GLOBAL X FDS

Ownership history in Nvest Financial, LLC  Β·  4 quarters on record

AI Ownership Summary

Nvest Financial, LLC reported GLOBAL X FDS (PAVE) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.91% in 2026 Q1. The latest visible filing shows PAVE at 0.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PAVE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nvest Financial, LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PAVE was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.91% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PAVE stock page Nvest Financial, LLC fund profile Nvest Financial, LLC full holdings
How Nvest Financial, LLC held PAVE β€” position size vs. price
% of Fund (quarterly)    PAVE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 48,323 +11,438 +31.0% 0.91% $2.5M 2026-04-28 $55.73
2025 Q4 ADDED β€” β€” β€” 36,885 +16,246 +78.7% 0.73% $1.8M 2026-02-10 $55.26
2025 Q3 REDUCED β€” β€” β€” 20,639 -695 -3.3% 0.56% $983K 2025-11-13 $46.79
2025 Q2 INITIATED β€” β€” β€” 21,334 β€” β€” 0.48% $930K 2025-07-28 $46.35

🏒 Other funds also holding PAVE

As of 2026 Q1 β€” sorted by position size

Provident Co of the Employees of the Hebrew University LTD 8.33% Moss Adams Wealth Advisors LLC 6.75% Guilbault Capital LLC 6.42% Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3Y 5.93% 360 Financial, Inc. 3Y 5.76% WADDELL & ASSOCIATES, LLC 3Y 7Y 5.64% THRYVE WEALTH MANAGEMENT LLC 5.53% Symphony Financial Services, Inc. 5.44% Sage Capital Management, LLC 5.04% WASHINGTON GROWTH STRATEGIES LLC 4.21%

FAQ About Nvest Financial, LLC and PAVE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nvest Financial, LLC reported owning PAVE?

Nvest Financial, LLC reported PAVE across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported PAVE position in Nvest Financial, LLC's portfolio?

The largest reported portfolio weight for PAVE was 0.91% in 2026 Q1.

What is the latest reported PAVE position on this page?

The most recent filing on this page is 2026 Q1, when Nvest Financial, LLC reported 48,323 shares, equal to 0.91% of portfolio, with an estimated market value of $2.5M.

What does the chart on this PAVE ownership page compare?

The chart compares Nvest Financial, LLC's quarterly PAVE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Nvest Financial, LLC time their PAVE position?

Based on 13F filing dates vs. subsequent PAVE price moves, Nvest Financial, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on PAVE relative to SPY over the holding period was +9.0%.

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