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Disclosery

Naviter Wealth, LLC: EXR position timeline

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

Naviter Wealth, LLC held 17,910 EXR 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 17,910 shares
    Change vs previous 13F +3,845 shares

    0.24% of the 13F portfolio, value $2,602,358.

    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 14,065 shares
    Change vs previous 13F +1,722 shares

    0.23% of the 13F portfolio, value $1,844,352.

    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 12,343 shares
    Change vs previous 13F -2,764 shares

    0.21% of the 13F portfolio, value $1,607,367.

    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 15,107 shares
    Change vs previous 13F +37 shares

    0.25% of the 13F portfolio, value $2,129,221.

    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 15,070 shares
    Change vs previous 13F +1,425 shares

    0.27% of the 13F portfolio, value $2,221,937.

    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 13,645 shares
    Change vs previous 13F +82 shares

    0.24% of the 13F portfolio, value $2,006,899.

    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 13,563 shares
    Change vs previous 13F +1,782 shares

    0.24% of the 13F portfolio, value $2,029,025.

    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 11,781 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,122,818.

    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).