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Disclosery

Naviter Wealth, LLC: GSBD position timeline

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

Naviter Wealth, LLC held 253,413 GSBD 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 253,413 shares
    Change vs previous 13F +69,978 shares

    0.23% of the 13F portfolio, value $2,483,197.

    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 183,435 shares
    Change vs previous 13F +53,742 shares

    0.21% of the 13F portfolio, value $1,687,598.

    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 129,693 shares
    Change vs previous 13F -41,557 shares

    0.16% of the 13F portfolio, value $1,247,285.

    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 171,250 shares
    Change vs previous 13F -13,958 shares

    0.21% of the 13F portfolio, value $1,823,810.

    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 185,208 shares
    Change vs previous 13F +37,758 shares

    0.27% of the 13F portfolio, value $2,170,487.

    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 147,450 shares
    Change vs previous 13F +11,922 shares

    0.22% of the 13F portfolio, value $1,785,620.

    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 135,528 shares
    Change vs previous 13F -13,535 shares

    0.21% of the 13F portfolio, value $1,700,876.

    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 149,063 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,118,074.

    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).