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Disclosery

Naviter Wealth, LLC: ACWI position timeline

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

Naviter Wealth, LLC held 384,843 ACWI 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 384,843 shares
    Change vs previous 13F +205,534 shares

    5.49% of the 13F portfolio, value $60,408,806.

    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 179,309 shares
    Change vs previous 13F -11,410 shares

    3.1% of the 13F portfolio, value $24,810,986.

    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 190,719 shares
    Change vs previous 13F -121,080 shares

    3.52% of the 13F portfolio, value $26,984,831.

    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 311,799 shares
    Change vs previous 13F +35,696 shares

    5.02% of the 13F portfolio, value $43,103,094.

    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 276,103 shares
    Change vs previous 13F +121,562 shares

    4.37% of the 13F portfolio, value $35,506,846.

    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 154,541 shares
    Change vs previous 13F -4,023 shares

    2.18% of the 13F portfolio, value $17,963,846.

    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 158,564 shares
    Change vs previous 13F +103,962 shares

    2.25% of the 13F portfolio, value $18,631,270.

    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 54,602 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $6,527,669.

    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).