Skip to content
Disclosery

Naviter Wealth, LLC: COP position timeline

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

Naviter Wealth, LLC held 14,112 COP 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 14,112 shares
    Change vs previous 13F +358 shares

    0.13% of the 13F portfolio, value $1,467,089.

    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 13,754 shares
    Change vs previous 13F -2,390 shares

    0.23% of the 13F portfolio, value $1,815,521.

    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 16,144 shares
    Change vs previous 13F -910 shares

    0.2% of the 13F portfolio, value $1,511,215.

    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 17,054 shares
    Change vs previous 13F -1,334 shares

    0.19% of the 13F portfolio, value $1,613,183.

    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 18,388 shares
    Change vs previous 13F -1,892 shares

    0.2% of the 13F portfolio, value $1,650,162.

    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 20,280 shares
    Change vs previous 13F -4,922 shares

    0.25% of the 13F portfolio, value $2,076,064.

    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 25,202 shares
    Change vs previous 13F +2,055 shares

    0.3% of the 13F portfolio, value $2,499,282.

    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 23,147 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,436,916.

    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).