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Navis Wealth Advisors, LLC: FDX position timeline

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

Navis Wealth Advisors, LLC held 5,055 FDX 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 5,055 shares
    Change vs previous 13F -110 shares

    0.6% of the 13F portfolio, value $1,582,872.

    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 5,165 shares
    Change vs previous 13F -45 shares

    0.94% of the 13F portfolio, value $1,839,670.

    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 5,210 shares
    Change vs previous 13F +8 shares

    0.64% of the 13F portfolio, value $1,504,961.

    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 5,202 shares
    Change vs previous 13F +80 shares

    0.92% of the 13F portfolio, value $1,226,684.

    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 5,122 shares
    Change vs previous 13F +75 shares

    0.98% of the 13F portfolio, value $1,164,282.

    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 5,047 shares
    Change vs previous 13F 0 shares

    1.21% of the 13F portfolio, value $1,230,358.

    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 5,047 shares
    Change vs previous 13F 0 shares

    1.55% of the 13F portfolio, value $1,419,873.

    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 5,047 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $1,381,263.

    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).