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Disclosery

Naviter Wealth, LLC: DLR position timeline

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

Naviter Wealth, LLC held 30,010 DLR 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 30,010 shares
    Change vs previous 13F +5,695 shares

    0.49% of the 13F portfolio, value $5,389,131.

    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 24,315 shares
    Change vs previous 13F +2,613 shares

    0.55% of the 13F portfolio, value $4,381,891.

    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 21,702 shares
    Change vs previous 13F -3,358 shares

    0.44% of the 13F portfolio, value $3,384,290.

    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 25,060 shares
    Change vs previous 13F +1,384 shares

    0.5% of the 13F portfolio, value $4,332,429.

    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 23,676 shares
    Change vs previous 13F +1,566 shares

    0.51% of the 13F portfolio, value $4,127,463.

    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 22,110 shares
    Change vs previous 13F +596 shares

    0.38% of the 13F portfolio, value $3,168,715.

    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 21,514 shares
    Change vs previous 13F +1,554 shares

    0.46% of the 13F portfolio, value $3,841,280.

    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 19,960 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,230,127.

    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).