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Disclosery

Naviter Wealth, LLC: ING position timeline

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

Naviter Wealth, LLC held 87,254 ING 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 87,254 shares
    Change vs previous 13F +16,932 shares

    0.25% of the 13F portfolio, value $2,738,037.

    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 70,322 shares
    Change vs previous 13F +2,530 shares

    0.23% of the 13F portfolio, value $1,831,893.

    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 67,792 shares
    Change vs previous 13F -12,288 shares

    0.25% of the 13F portfolio, value $1,898,176.

    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 80,080 shares
    Change vs previous 13F +2,200 shares

    0.24% of the 13F portfolio, value $2,088,486.

    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 77,880 shares
    Change vs previous 13F +2,343 shares

    0.21% of the 13F portfolio, value $1,703,236.

    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 75,537 shares
    Change vs previous 13F -1,054 shares

    0.18% of the 13F portfolio, value $1,496,388.

    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 76,591 shares
    Change vs previous 13F -717 shares

    0.14% of the 13F portfolio, value $1,200,181.

    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 77,308 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,403,913.

    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).