A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Nvest Wealth Strategies, Inc..

Business address: 9757 Fairway Drive, Powell, OH, 43065
Top securities (13F): JHMM, SCHG, BINV, AVUV, EMLP, DGRW, SLYG, IHDG, HGER, DXJ, SLYV, RSP, UNP, USEW, FNDF, NVDA, AVMV, AVDV, VBK, and AAPL
State of incorporation: OH
Fiscal year end: 31 December

Nvest Wealth Strategies, Inc. has filed 1 SEC EDGAR filings since 28 Jan 2026

Recent SEC filings for Nvest Wealth Strategies, Inc. including 13F-HR.

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		28 Jan 2026	31 Dec 2025	028-26004

Nvest Wealth Strategies, Inc. files with the SEC under CIK 0002106942. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.