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Disclosery

Naviter Wealth, LLC: HDB position timeline

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

Naviter Wealth, LLC held 76,153 HDB 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 76,153 shares
    Change vs previous 13F +5,185 shares

    0.18% of the 13F portfolio, value $1,967,027.

    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 70,968 shares
    Change vs previous 13F +1,784 shares

    0.22% of the 13F portfolio, value $1,765,679.

    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 69,184 shares
    Change vs previous 13F -15,083 shares

    0.33% of the 13F portfolio, value $2,527,983.

    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 84,267 shares
    Change vs previous 13F +43,928 shares

    0.34% of the 13F portfolio, value $2,878,561.

    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 40,339 shares
    Change vs previous 13F +1,929 shares

    0.38% of the 13F portfolio, value $3,092,791.

    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 38,410 shares
    Change vs previous 13F -469 shares

    0.31% of the 13F portfolio, value $2,540,053.

    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 38,879 shares
    Change vs previous 13F -2,903 shares

    0.3% of the 13F portfolio, value $2,482,813.

    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 41,782 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,613,882.

    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).