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Disclosery

Naviter Wealth, LLC: ERIC position timeline

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

Naviter Wealth, LLC held 34,799 ERIC 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 34,799 shares
    Change vs previous 13F +4,637 shares

    0.04% of the 13F portfolio, value $388,011.

    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 30,162 shares
    Change vs previous 13F -2,365 shares

    0.04% of the 13F portfolio, value $339,928.

    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 32,527 shares
    Change vs previous 13F -5,365 shares

    0.04% of the 13F portfolio, value $313,886.

    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 37,892 shares
    Change vs previous 13F +3,433 shares

    0.04% of the 13F portfolio, value $319,107.

    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 34,459 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $292,212.

    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).