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Navis Wealth Advisors, LLC: PULS position timeline

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

Navis Wealth Advisors, LLC held 112,753 PULS 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 112,753 shares
    Change vs previous 13F +4,300 shares

    2.12% of the 13F portfolio, value $5,586,929.

    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 108,453 shares
    Change vs previous 13F +11,662 shares

    2.74% of the 13F portfolio, value $5,368,404.

    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 96,791 shares
    Change vs previous 13F -55,246 shares

    2.03% of the 13F portfolio, value $4,799,846.

    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 152,037 shares
    Change vs previous 13F +50,957 shares

    5.69% of the 13F portfolio, value $7,575,999.

    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 101,080 shares
    Change vs previous 13F -18,774 shares

    4.24% of the 13F portfolio, value $5,029,742.

    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 119,854 shares
    Change vs previous 13F +76,181 shares

    5.85% of the 13F portfolio, value $5,960,346.

    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 43,673 shares
    Change vs previous 13F -14,894 shares

    2.36% of the 13F portfolio, value $2,163,996.

    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 58,567 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $2,915,490.

    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).