Skip to content
Disclosery

Naviter Wealth, LLC: HD position timeline

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

Naviter Wealth, LLC held 10,954 HD 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 10,954 shares
    Change vs previous 13F +931 shares

    0.35% of the 13F portfolio, value $3,863,110.

    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 10,023 shares
    Change vs previous 13F +296 shares

    0.41% of the 13F portfolio, value $3,296,591.

    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 9,727 shares
    Change vs previous 13F -1,938 shares

    0.44% of the 13F portfolio, value $3,346,917.

    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 11,665 shares
    Change vs previous 13F +504 shares

    0.55% of the 13F portfolio, value $4,726,615.

    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 11,161 shares
    Change vs previous 13F -90 shares

    0.5% of the 13F portfolio, value $4,092,105.

    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 11,251 shares
    Change vs previous 13F +101 shares

    0.49% of the 13F portfolio, value $4,029,546.

    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 11,150 shares
    Change vs previous 13F +3,146 shares

    0.52% of the 13F portfolio, value $4,337,238.

    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 8,004 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,243,221.

    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).