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Navigation Wealth Management, Inc.: PROP position timeline

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

Navigation Wealth Management, Inc. held 15,407 PROP 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 15,407 shares
    Change vs previous 13F -9,600 shares

    0.02% of the 13F portfolio, value $11,116.

    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 25,007 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $50,764.

    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 25,007 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $42,262.

    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 25,007 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $49,514.

    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).

  5. period ended2025-06-30
    13F 25,007 shares
    Change vs previous 13F +3,000 shares

    0.11% of the 13F portfolio, value $74,896.

    13F-HR 0001085146-25-003696 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).

  6. period ended2025-03-31
    13F 22,007 shares
    Change vs previous 13F +10,000 shares

    0.18% of the 13F portfolio, value $118,057.

    13F-HR 0001085146-25-001974 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).

  7. period ended2024-12-31
    13F 12,007 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $82,788.

    13F-HR 0001085146-25-000160 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).