Skip to content
Disclosery

Naviter Wealth, LLC: CCJ position timeline

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

Naviter Wealth, LLC held 2,546 CCJ 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 2,546 shares
    Change vs previous 13F -2 shares

    0.02% of the 13F portfolio, value $259,336.

    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 2,548 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $276,738.

    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 2,548 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $233,117.

    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 2,548 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $213,675.

    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).