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Disclosery

Naviter Wealth, LLC: BIZD position timeline

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

Naviter Wealth, LLC held 738,897 BIZD 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 738,897 shares
    Change vs previous 13F +471,637 shares

    0.85% of the 13F portfolio, value $9,354,435.

    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 267,260 shares
    Change vs previous 13F -282,253 shares

    0.43% of the 13F portfolio, value $3,420,933.

    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 549,513 shares
    Change vs previous 13F +212,613 shares

    1.02% of the 13F portfolio, value $7,792,100.

    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 336,900 shares
    Change vs previous 13F -501 shares

    0.59% of the 13F portfolio, value $5,033,286.

    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 337,401 shares
    Change vs previous 13F +277,663 shares

    0.68% of the 13F portfolio, value $5,492,888.

    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 59,738 shares
    Change vs previous 13F +29,154 shares

    0.12% of the 13F portfolio, value $1,007,183.

    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 30,584 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $508,612.

    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).