Naviter Wealth, LLC: AZN position timeline

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

Naviter Wealth, LLC held 38,241 AZN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

period ended2026-06-30
13F 38,241 shares
Change vs previous 13F +6,992 shares
0.66% of the 13F portfolio, value $7,251,202.
13F-HR 0001951757-26-001175 filed by Naviter Wealth, LLC
Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 31,249 shares
Change vs previous 13F not available
0.77% of the 13F portfolio, value $6,162,967.
13F-HR 0001951757-26-000571 filed by Naviter Wealth, LLC
Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).