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Disclosery

Naviter Wealth, LLC: ELS position timeline

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

Naviter Wealth, LLC held 13,251 ELS 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 13,251 shares
    Change vs previous 13F +2,516 shares

    0.08% of the 13F portfolio, value $861,197.

    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 10,735 shares
    Change vs previous 13F +2,322 shares

    0.08% of the 13F portfolio, value $675,868.

    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 8,413 shares
    Change vs previous 13F -1,463 shares

    0.07% of the 13F portfolio, value $514,266.

    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 9,876 shares
    Change vs previous 13F -713 shares

    0.07% of the 13F portfolio, value $604,571.

    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 10,589 shares
    Change vs previous 13F -609 shares

    0.08% of the 13F portfolio, value $658,478.

    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 11,198 shares
    Change vs previous 13F +96 shares

    0.09% of the 13F portfolio, value $749,650.

    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 11,102 shares
    Change vs previous 13F -2,046 shares

    0.09% of the 13F portfolio, value $744,696.

    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 13,148 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $944,255.

    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).