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Disclosery

Naviter Wealth, LLC: BP position timeline

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

Naviter Wealth, LLC held 61,548 BP 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 61,548 shares
    Change vs previous 13F +8,841 shares

    0.21% of the 13F portfolio, value $2,274,198.

    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 52,707 shares
    Change vs previous 13F +2,667 shares

    0.31% of the 13F portfolio, value $2,477,236.

    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 50,040 shares
    Change vs previous 13F -5,359 shares

    0.23% of the 13F portfolio, value $1,737,878.

    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 55,399 shares
    Change vs previous 13F +1,439 shares

    0.22% of the 13F portfolio, value $1,909,044.

    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 53,960 shares
    Change vs previous 13F -1,778 shares

    0.2% of the 13F portfolio, value $1,615,024.

    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 55,738 shares
    Change vs previous 13F +2,175 shares

    0.23% of the 13F portfolio, value $1,887,292.

    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 53,563 shares
    Change vs previous 13F -14,260 shares

    0.19% of the 13F portfolio, value $1,583,325.

    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 67,823 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,128,967.

    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).