Skip to content
Disclosery

Naviter Wealth, LLC: DHR position timeline

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

Naviter Wealth, LLC held 7,866 DHR 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 7,866 shares
    Change vs previous 13F +223 shares

    0.14% of the 13F portfolio, value $1,501,427.

    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 7,643 shares
    Change vs previous 13F +94 shares

    0.18% of the 13F portfolio, value $1,452,142.

    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 7,549 shares
    Change vs previous 13F -285 shares

    0.23% of the 13F portfolio, value $1,730,535.

    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 7,834 shares
    Change vs previous 13F -848 shares

    0.18% of the 13F portfolio, value $1,555,680.

    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 8,682 shares
    Change vs previous 13F -481 shares

    0.21% of the 13F portfolio, value $1,717,789.

    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 9,163 shares
    Change vs previous 13F -470 shares

    0.23% of the 13F portfolio, value $1,889,138.

    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 9,633 shares
    Change vs previous 13F +1,098 shares

    0.27% of the 13F portfolio, value $2,213,856.

    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 8,535 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,375,207.

    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).