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Disclosery

Naviter Wealth, LLC: IRM position timeline

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

Naviter Wealth, LLC held 27,040 IRM 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 27,040 shares
    Change vs previous 13F +5,076 shares

    0.31% of the 13F portfolio, value $3,438,533.

    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 21,964 shares
    Change vs previous 13F +2,170 shares

    0.28% of the 13F portfolio, value $2,262,281.

    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 19,794 shares
    Change vs previous 13F -3,211 shares

    0.22% of the 13F portfolio, value $1,659,159.

    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 23,005 shares
    Change vs previous 13F +664 shares

    0.28% of the 13F portfolio, value $2,363,132.

    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 22,341 shares
    Change vs previous 13F +1,572 shares

    0.28% of the 13F portfolio, value $2,307,874.

    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 20,769 shares
    Change vs previous 13F +753 shares

    0.22% of the 13F portfolio, value $1,783,690.

    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 20,016 shares
    Change vs previous 13F +2,531 shares

    0.26% of the 13F portfolio, value $2,118,142.

    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 17,485 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,090,222.

    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).