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Disclosery

Naviter Wealth, LLC: DOC position timeline

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

Naviter Wealth, LLC held 34,184 DOC 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 34,184 shares
    Change vs previous 13F -78 shares

    0.07% of the 13F portfolio, value $731,535.

    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 34,262 shares
    Change vs previous 13F -1,217 shares

    0.07% of the 13F portfolio, value $562,924.

    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 35,479 shares
    Change vs previous 13F -7,081 shares

    0.07% of the 13F portfolio, value $570,506.

    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 42,560 shares
    Change vs previous 13F -2,167 shares

    0.09% of the 13F portfolio, value $815,031.

    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 44,727 shares
    Change vs previous 13F +5,126 shares

    0.1% of the 13F portfolio, value $783,178.

    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 39,601 shares
    Change vs previous 13F +1,540 shares

    0.1% of the 13F portfolio, value $799,544.

    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 38,061 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $771,496.

    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).