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Disclosery

Naviter Wealth, LLC: ACN position timeline

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

Naviter Wealth, LLC held 4,333 ACN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,333 shares
    Change vs previous 13F -928 shares

    0.05% of the 13F portfolio, value $539,149.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 5,261 shares
    Change vs previous 13F -297 shares

    0.13% of the 13F portfolio, value $1,043,164.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 5,558 shares
    Change vs previous 13F -930 shares

    0.19% of the 13F portfolio, value $1,491,211.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 6,488 shares
    Change vs previous 13F -562 shares

    0.19% of the 13F portfolio, value $1,599,941.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 7,050 shares
    Change vs previous 13F -376 shares

    0.26% of the 13F portfolio, value $2,107,174.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 7,426 shares
    Change vs previous 13F +26 shares

    0.27% of the 13F portfolio, value $2,259,955.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 7,400 shares
    Change vs previous 13F +939 shares

    0.31% of the 13F portfolio, value $2,603,246.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 6,461 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,283,834.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).