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Disclosery

Naviter Wealth, LLC: C position timeline

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

Naviter Wealth, LLC held 40,689 C 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 40,689 shares
    Change vs previous 13F +7,616 shares

    0.52% of the 13F portfolio, value $5,694,847.

    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 33,073 shares
    Change vs previous 13F -310 shares

    0.47% of the 13F portfolio, value $3,750,785.

    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 33,383 shares
    Change vs previous 13F -4,180 shares

    0.51% of the 13F portfolio, value $3,895,491.

    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 37,563 shares
    Change vs previous 13F +215 shares

    0.44% of the 13F portfolio, value $3,812,631.

    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 37,348 shares
    Change vs previous 13F +685 shares

    0.39% of the 13F portfolio, value $3,179,102.

    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 36,663 shares
    Change vs previous 13F +570 shares

    0.31% of the 13F portfolio, value $2,578,509.

    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 36,093 shares
    Change vs previous 13F +5,910 shares

    0.31% of the 13F portfolio, value $2,540,586.

    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 30,183 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,889,456.

    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).