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Disclosery

Naviter Wealth, LLC: IBN position timeline

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

Naviter Wealth, LLC held 69,186 IBN 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 69,186 shares
    Change vs previous 13F +14,105 shares

    0.18% of the 13F portfolio, value $2,008,464.

    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 55,081 shares
    Change vs previous 13F +3,482 shares

    0.18% of the 13F portfolio, value $1,426,593.

    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 51,599 shares
    Change vs previous 13F -11,049 shares

    0.2% of the 13F portfolio, value $1,537,644.

    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 62,648 shares
    Change vs previous 13F +2,423 shares

    0.22% of the 13F portfolio, value $1,893,843.

    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 60,225 shares
    Change vs previous 13F +2,391 shares

    0.25% of the 13F portfolio, value $2,025,969.

    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 57,834 shares
    Change vs previous 13F +840 shares

    0.22% of the 13F portfolio, value $1,814,831.

    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 56,994 shares
    Change vs previous 13F +1,178 shares

    0.21% of the 13F portfolio, value $1,701,841.

    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 55,816 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,666,108.

    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).