Naviter Wealth, LLC: GSK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Naviter Wealth, LLC on GSK, newest first. How the timeline and the estimate are built.
Naviter Wealth, LLC held 55,331 GSK shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 55,331 sharesChange vs previous 13F +11,577 shares
0.27% of the 13F portfolio, value $2,925,080.
13F-HR 0001951757-26-001175 filed by Naviter Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 43,754 sharesChange vs previous 13F +1,682 shares
0.3% of the 13F portfolio, value $2,435,896.
13F-HR 0001951757-26-000571 filed by Naviter Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 42,072 sharesChange vs previous 13F -8,253 shares
0.27% of the 13F portfolio, value $2,081,267.
13F-HR 0001951757-26-000260 filed by Naviter Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 50,325 sharesChange vs previous 13F +1,473 shares
0.26% of the 13F portfolio, value $2,193,559.
13F-HR 0001951757-25-001297 filed by Naviter Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 48,852 sharesChange vs previous 13F +2,178 shares
0.23% of the 13F portfolio, value $1,895,796.
13F-HR 0001951757-25-000971 filed by Naviter Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 46,674 sharesChange vs previous 13F -990 shares
0.22% of the 13F portfolio, value $1,827,040.
13F-HR 0001951757-25-000456 filed by Naviter Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 47,664 sharesChange vs previous 13F +244 shares
0.2% of the 13F portfolio, value $1,628,435.
13F-HR 0001951757-25-000201 filed by Naviter Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 47,420 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $1,956,368.
13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).