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Navis Wealth Advisors, LLC: XUSP position timeline

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

Navis Wealth Advisors, LLC held 6,766 XUSP 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 6,766 shares
    Change vs previous 13F -1,800 shares

    0.14% of the 13F portfolio, value $356,298.

    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 8,566 shares
    Change vs previous 13F +269 shares

    0.19% of the 13F portfolio, value $378,232.

    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 8,297 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $394,082.

    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 8,297 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $385,684.

    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 8,297 shares
    Change vs previous 13F -1,984 shares

    0.29% of the 13F portfolio, value $348,966.

    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 10,281 shares
    Change vs previous 13F -1,502 shares

    0.38% of the 13F portfolio, value $383,918.

    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 11,783 shares
    Change vs previous 13F +1,732 shares

    0.52% of the 13F portfolio, value $473,216.

    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 10,051 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $397,498.

    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).