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Navigation Wealth Management, Inc.: ILF position timeline

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

Navigation Wealth Management, Inc. held 8,997 ILF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,997 shares
    Change vs previous 13F +273 shares

    0.42% of the 13F portfolio, value $303,649.

    13F-HR 0001839930-26-000003 filed by Navigation Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 8,724 shares
    Change vs previous 13F +829 shares

    1.12% of the 13F portfolio, value $309,876.

    13F-HR 0001839930-26-000002 filed by Navigation Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 7,895 shares
    Change vs previous 13F -263 shares

    0.36% of the 13F portfolio, value $240,403.

    13F-HR 0001839930-26-000001 filed by Navigation Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 8,158 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $235,818.

    13F-HR 0001839930-25-000002 filed by Navigation Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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