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Disclosery

Naviter Wealth, LLC: FSK position timeline

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

Naviter Wealth, LLC held 203,271 FSK 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 203,271 shares
    Change vs previous 13F +54,429 shares

    0.2% of the 13F portfolio, value $2,223,342.

    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 148,842 shares
    Change vs previous 13F +46,811 shares

    0.2% of the 13F portfolio, value $1,585,511.

    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 102,031 shares
    Change vs previous 13F -66,969 shares

    0.2% of the 13F portfolio, value $1,511,079.

    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 169,000 shares
    Change vs previous 13F -76,587 shares

    0.31% of the 13F portfolio, value $2,639,048.

    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 245,587 shares
    Change vs previous 13F +13,239 shares

    0.65% of the 13F portfolio, value $5,253,361.

    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 232,348 shares
    Change vs previous 13F +10,199 shares

    0.61% of the 13F portfolio, value $5,039,302.

    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 222,149 shares
    Change vs previous 13F -23,355 shares

    0.58% of the 13F portfolio, value $4,825,076.

    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 245,504 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $5,010,893.

    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).