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Disclosery

Naviter Wealth, LLC: BUD position timeline

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

Naviter Wealth, LLC held 21,447 BUD 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 21,447 shares
    Change vs previous 13F +3,809 shares

    0.16% of the 13F portfolio, value $1,767,233.

    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 17,638 shares
    Change vs previous 13F +1,187 shares

    0.15% of the 13F portfolio, value $1,223,548.

    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 16,451 shares
    Change vs previous 13F -2,344 shares

    0.14% of the 13F portfolio, value $1,053,522.

    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 18,795 shares
    Change vs previous 13F -1,146 shares

    0.13% of the 13F portfolio, value $1,120,370.

    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 19,941 shares
    Change vs previous 13F +1,534 shares

    0.17% of the 13F portfolio, value $1,370,346.

    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 18,407 shares
    Change vs previous 13F -1,454 shares

    0.14% of the 13F portfolio, value $1,141,970.

    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 19,861 shares
    Change vs previous 13F -2,440 shares

    0.12% of the 13F portfolio, value $994,440.

    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 22,301 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,478,333.

    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).