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MassMutual Private Wealth & Trust, FSB: NAVI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MassMutual Private Wealth & Trust, FSB on NAVI, newest first. How the timeline and the estimate are built.

MassMutual Private Wealth & Trust, FSB held 1,315 NAVI shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,315 shares
    Change vs previous 13F +112 shares

    <0.01% of the 13F portfolio, value $11,927.

    13F-HR 0001193125-26-413053 filed by MassMutual Private Wealth & Trust, FSB
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,203 shares
    Change vs previous 13F +69 shares

    <0.01% of the 13F portfolio, value $10,238.

    13F-HR 0001193125-26-293910 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,134 shares
    Change vs previous 13F +1,043 shares

    <0.01% of the 13F portfolio, value $9,276.

    13F-HR 0001193125-26-152544 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 91 shares
    Change vs previous 13F +91 shares

    <0.01% of the 13F portfolio, value $1,183.

    13F-HR 0001193125-26-006210 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -52 shares

    13F-HR 0001193125-25-246783 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-06-30
    13F 52 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $733.

    13F-HR 0000950123-25-006218 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 28 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $354.

    13F-HR 0000950123-25-003277 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).