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Naviter Wealth, LLC: GFI position timeline

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

Naviter Wealth, LLC held 16,499 GFI 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 16,499 shares
    Change vs previous 13F +3,985 shares

    0.05% of the 13F portfolio, value $554,201.

    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 12,514 shares
    Change vs previous 13F +818 shares

    0.07% of the 13F portfolio, value $568,136.

    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 11,696 shares
    Change vs previous 13F -1,112 shares

    0.07% of the 13F portfolio, value $510,647.

    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 12,808 shares
    Change vs previous 13F +424 shares

    0.06% of the 13F portfolio, value $537,424.

    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 12,384 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $293,129.

    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).