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Disclosery

Naviter Wealth, LLC: COST position timeline

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

Naviter Wealth, LLC held 4,723 COST 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 4,723 shares
    Change vs previous 13F +943 shares

    0.4% of the 13F portfolio, value $4,418,460.

    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 3,780 shares
    Change vs previous 13F +46 shares

    0.47% of the 13F portfolio, value $3,766,748.

    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 3,734 shares
    Change vs previous 13F -674 shares

    0.42% of the 13F portfolio, value $3,220,008.

    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 4,408 shares
    Change vs previous 13F +78 shares

    0.47% of the 13F portfolio, value $4,080,202.

    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 4,330 shares
    Change vs previous 13F +31 shares

    0.53% of the 13F portfolio, value $4,286,459.

    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 4,299 shares
    Change vs previous 13F +20 shares

    0.48% of the 13F portfolio, value $3,996,662.

    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 4,279 shares
    Change vs previous 13F +1,256 shares

    0.47% of the 13F portfolio, value $3,920,730.

    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 3,023 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,679,960.

    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).