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Disclosery

Navigate Wealth Management, LLC: SFBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Navigate Wealth Management, LLC on SFBS, newest first. How the timeline and the estimate are built.

Navigate Wealth Management, LLC held 21,972 SFBS shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,972 shares
    Change vs previous 13F +10,198 shares

    0.51% of the 13F portfolio, value $843,945.

    13F-HR 0002127791-26-000005 filed by Navigate Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,774 shares
    Change vs previous 13F -12 shares

    0.63% of the 13F portfolio, value $1,023,632.

    13F-HR 0002127791-26-000002 filed by Navigate Wealth Management, LLC
    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 11,786 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $931,566.

    13F-HR 0002127791-26-000001 filed by Navigate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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