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Disclosery

Naviter Wealth, LLC: CCI position timeline

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

Naviter Wealth, LLC held 30,039 CCI 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 30,039 shares
    Change vs previous 13F +3,787 shares

    0.21% of the 13F portfolio, value $2,274,828.

    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 26,252 shares
    Change vs previous 13F +4,169 shares

    0.27% of the 13F portfolio, value $2,134,568.

    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 22,083 shares
    Change vs previous 13F -5,078 shares

    0.26% of the 13F portfolio, value $1,962,516.

    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 27,161 shares
    Change vs previous 13F +1,360 shares

    0.31% of the 13F portfolio, value $2,620,728.

    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 25,801 shares
    Change vs previous 13F +2,911 shares

    0.33% of the 13F portfolio, value $2,650,566.

    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 22,890 shares
    Change vs previous 13F -440 shares

    0.29% of the 13F portfolio, value $2,407,089.

    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 23,330 shares
    Change vs previous 13F -11,070 shares

    0.26% of the 13F portfolio, value $2,117,431.

    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 34,400 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,080,872.

    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).