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Naviter Wealth, LLC: GBDC position timeline

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

Naviter Wealth, LLC held 267,898 GBDC 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 267,898 shares
    Change vs previous 13F +11,901 shares

    0.31% of the 13F portfolio, value $3,450,532.

    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 255,997 shares
    Change vs previous 13F +37,534 shares

    0.4% of the 13F portfolio, value $3,240,921.

    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 218,463 shares
    Change vs previous 13F -59,818 shares

    0.39% of the 13F portfolio, value $2,964,547.

    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 278,281 shares
    Change vs previous 13F -1,168 shares

    0.44% of the 13F portfolio, value $3,809,670.

    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 279,449 shares
    Change vs previous 13F +42,311 shares

    0.5% of the 13F portfolio, value $4,093,924.

    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 237,138 shares
    Change vs previous 13F +27,412 shares

    0.44% of the 13F portfolio, value $3,616,354.

    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 209,726 shares
    Change vs previous 13F -10,633 shares

    0.38% of the 13F portfolio, value $3,179,446.

    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 220,359 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,329,623.

    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).