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Disclosery

Naviter Wealth, LLC: HMC position timeline

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

Naviter Wealth, LLC held 34,985 HMC 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 34,985 shares
    Change vs previous 13F -784 shares

    0.09% of the 13F portfolio, value $948,438.

    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 35,769 shares
    Change vs previous 13F +1,246 shares

    0.11% of the 13F portfolio, value $869,540.

    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 34,523 shares
    Change vs previous 13F -5,066 shares

    0.13% of the 13F portfolio, value $1,017,738.

    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 39,589 shares
    Change vs previous 13F +1,167 shares

    0.14% of the 13F portfolio, value $1,219,341.

    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 38,422 shares
    Change vs previous 13F -687 shares

    0.14% of the 13F portfolio, value $1,107,706.

    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 39,109 shares
    Change vs previous 13F +4,456 shares

    0.13% of the 13F portfolio, value $1,066,111.

    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 34,653 shares
    Change vs previous 13F -267 shares

    0.12% of the 13F portfolio, value $989,343.

    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 34,920 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,108,012.

    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).