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Disclosery

Naviter Wealth, LLC: GOOGL position timeline

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

Naviter Wealth, LLC held 93,605 GOOGL 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 93,605 shares
    Change vs previous 13F +17,005 shares

    3.04% of the 13F portfolio, value $33,451,540.

    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 76,600 shares
    Change vs previous 13F +55 shares

    2.75% of the 13F portfolio, value $22,026,955.

    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 76,545 shares
    Change vs previous 13F -11,141 shares

    3.13% of the 13F portfolio, value $23,958,711.

    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 87,686 shares
    Change vs previous 13F +1,439 shares

    2.48% of the 13F portfolio, value $21,316,539.

    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 86,247 shares
    Change vs previous 13F -5,675 shares

    1.87% of the 13F portfolio, value $15,199,339.

    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 91,922 shares
    Change vs previous 13F -914 shares

    1.72% of the 13F portfolio, value $14,186,322.

    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 92,836 shares
    Change vs previous 13F +35,871 shares

    2.12% of the 13F portfolio, value $17,573,855.

    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 56,965 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $9,447,725.

    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).