Skip to content
Disclosery

Naviter Wealth, LLC: ARCC position timeline

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

Naviter Wealth, LLC held 712,665 ARCC 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 712,665 shares
    Change vs previous 13F +3,838 shares

    1.2% of the 13F portfolio, value $13,205,690.

    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 708,827 shares
    Change vs previous 13F +80,603 shares

    1.6% of the 13F portfolio, value $12,773,069.

    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 628,224 shares
    Change vs previous 13F -19,640 shares

    1.66% of the 13F portfolio, value $12,708,981.

    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 647,864 shares
    Change vs previous 13F -14,155 shares

    1.54% of the 13F portfolio, value $13,259,462.

    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 662,019 shares
    Change vs previous 13F -21,282 shares

    1.79% of the 13F portfolio, value $14,537,941.

    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 683,301 shares
    Change vs previous 13F +8,586 shares

    1.87% of the 13F portfolio, value $15,403,237.

    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 674,715 shares
    Change vs previous 13F -126,832 shares

    1.78% of the 13F portfolio, value $14,769,527.

    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 801,547 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $16,784,378.

    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).