Skip to content
Disclosery

Navis Wealth Advisors, LLC: VTV position timeline

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

Navis Wealth Advisors, LLC held 1,575 VTV 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 1,575 shares
    Change vs previous 13F +217 shares

    0.13% of the 13F portfolio, value $343,147.

    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 1,358 shares
    Change vs previous 13F -4,299 shares

    0.14% of the 13F portfolio, value $266,404.

    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 5,657 shares
    Change vs previous 13F +4,222 shares

    0.46% of the 13F portfolio, value $1,080,374.

    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 1,435 shares
    Change vs previous 13F +5 shares

    0.2% of the 13F portfolio, value $267,582.

    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 1,430 shares
    Change vs previous 13F -70 shares

    0.21% of the 13F portfolio, value $252,760.

    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 1,500 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $259,196.

    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).