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Disclosery

Naviter Wealth, LLC: AMGN position timeline

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

Naviter Wealth, LLC held 7,878 AMGN 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 7,878 shares
    Change vs previous 13F +1,508 shares

    0.26% of the 13F portfolio, value $2,852,934.

    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 6,370 shares
    Change vs previous 13F +379 shares

    0.28% of the 13F portfolio, value $2,241,113.

    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 5,991 shares
    Change vs previous 13F -1,182 shares

    0.26% of the 13F portfolio, value $1,960,994.

    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 7,173 shares
    Change vs previous 13F -85 shares

    0.24% of the 13F portfolio, value $2,024,268.

    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 7,258 shares
    Change vs previous 13F +230 shares

    0.25% of the 13F portfolio, value $2,026,529.

    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 7,028 shares
    Change vs previous 13F -76 shares

    0.26% of the 13F portfolio, value $2,157,245.

    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 7,104 shares
    Change vs previous 13F +1,791 shares

    0.22% of the 13F portfolio, value $1,851,587.

    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 5,313 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,711,902.

    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).