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Disclosery

Naviter Wealth, LLC: INVH position timeline

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

Naviter Wealth, LLC held 47,691 INVH 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 47,691 shares
    Change vs previous 13F +8,841 shares

    0.13% of the 13F portfolio, value $1,454,934.

    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 38,850 shares
    Change vs previous 13F +5,306 shares

    0.12% of the 13F portfolio, value $977,082.

    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 33,544 shares
    Change vs previous 13F -6,551 shares

    0.12% of the 13F portfolio, value $942,356.

    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 40,095 shares
    Change vs previous 13F +1,237 shares

    0.14% of the 13F portfolio, value $1,187,602.

    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 38,858 shares
    Change vs previous 13F +4,808 shares

    0.16% of the 13F portfolio, value $1,284,751.

    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 34,050 shares
    Change vs previous 13F +235 shares

    0.14% of the 13F portfolio, value $1,183,579.

    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 33,815 shares
    Change vs previous 13F -5,643 shares

    0.13% of the 13F portfolio, value $1,090,873.

    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 39,458 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,402,333.

    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).