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Disclosery

Naviter Wealth, LLC: BX position timeline

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

Naviter Wealth, LLC held 6,840 BX 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 6,840 shares
    Change vs previous 13F +617 shares

    0.07% of the 13F portfolio, value $804,863.

    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 6,223 shares
    Change vs previous 13F -845 shares

    0.09% of the 13F portfolio, value $715,583.

    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 7,068 shares
    Change vs previous 13F -147 shares

    0.14% of the 13F portfolio, value $1,089,462.

    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 7,215 shares
    Change vs previous 13F -94 shares

    0.14% of the 13F portfolio, value $1,232,683.

    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 7,309 shares
    Change vs previous 13F -219 shares

    0.13% of the 13F portfolio, value $1,093,280.

    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 7,528 shares
    Change vs previous 13F +998 shares

    0.13% of the 13F portfolio, value $1,039,692.

    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 6,530 shares
    Change vs previous 13F +151 shares

    0.14% of the 13F portfolio, value $1,125,903.

    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 6,379 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $976,816.

    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).