Skip to content
Disclosery

Navis Wealth Advisors, LLC: NREF position timeline

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

Navis Wealth Advisors, LLC held 20,819 NREF 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 20,819 shares
    Change vs previous 13F +653 shares

    0.12% of the 13F portfolio, value $322,688.

    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 20,166 shares
    Change vs previous 13F +521 shares

    0.14% of the 13F portfolio, value $271,637.

    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 19,645 shares
    Change vs previous 13F +672 shares

    0.12% of the 13F portfolio, value $276,597.

    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 18,973 shares
    Change vs previous 13F +643 shares

    0.2% of the 13F portfolio, value $269,037.

    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 18,330 shares
    Change vs previous 13F +633 shares

    0.21% of the 13F portfolio, value $252,769.

    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 17,697 shares
    Change vs previous 13F +535 shares

    0.27% of the 13F portfolio, value $270,586.

    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 17,162 shares
    Change vs previous 13F +6,502 shares

    0.29% of the 13F portfolio, value $269,267.

    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 10,660 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $166,616.

    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).