Skip to content
Disclosery

Naviter Wealth, LLC: GE position timeline

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

Naviter Wealth, LLC held 12,760 GE 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 12,760 shares
    Change vs previous 13F +1,877 shares

    0.43% of the 13F portfolio, value $4,768,914.

    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 10,883 shares
    Change vs previous 13F +230 shares

    0.39% of the 13F portfolio, value $3,093,456.

    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 10,653 shares
    Change vs previous 13F -976 shares

    0.43% of the 13F portfolio, value $3,285,287.

    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 11,629 shares
    Change vs previous 13F +473 shares

    0.41% of the 13F portfolio, value $3,502,431.

    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 11,156 shares
    Change vs previous 13F -456 shares

    0.35% of the 13F portfolio, value $2,871,443.

    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 11,612 shares
    Change vs previous 13F +337 shares

    0.28% of the 13F portfolio, value $2,325,112.

    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 11,275 shares
    Change vs previous 13F +10,147 shares

    0.23% of the 13F portfolio, value $1,883,714.

    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 1,128 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $213,033.

    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).