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Navis Wealth Advisors, LLC: ARCC position timeline

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

Navis Wealth Advisors, LLC held 25,756 ARCC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,756 shares
    Change vs previous 13F +356 shares

    0.18% of the 13F portfolio, value $477,264.

    13F-HR 0001951757-26-001266 filed by Navis Wealth Advisors, LLC
    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 25,400 shares
    Change vs previous 13F +675 shares

    0.23% of the 13F portfolio, value $457,700.

    13F-HR 0001951757-26-000882 filed by Navis Wealth Advisors, LLC
    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 24,725 shares
    Change vs previous 13F -3,379 shares

    0.21% of the 13F portfolio, value $500,189.

    13F-HR 0001951757-26-000437 filed by Navis Wealth Advisors, LLC
    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 28,104 shares
    Change vs previous 13F +643 shares

    0.43% of the 13F portfolio, value $573,604.

    13F-HR 0001951757-25-001436 filed by Navis Wealth Advisors, LLC
    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 27,461 shares
    Change vs previous 13F +589 shares

    0.51% of the 13F portfolio, value $603,045.

    13F-HR 0001951757-25-001085 filed by Navis Wealth Advisors, LLC
    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 26,872 shares
    Change vs previous 13F +339 shares

    0.58% of the 13F portfolio, value $595,488.

    13F-HR 0001951757-25-000428 filed by Navis Wealth Advisors, LLC
    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 26,533 shares
    Change vs previous 13F +71 shares

    0.63% of the 13F portfolio, value $580,809.

    13F-HR 0001951757-25-000085 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 26,462 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $554,114.

    13F-HR 0001951757-24-001118 filed by Navis Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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