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Disclosery

Naviter Wealth, LLC: IWP position timeline

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

Naviter Wealth, LLC held 20,316 IWP 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 20,316 shares
    Change vs previous 13F +1,497 shares

    0.27% of the 13F portfolio, value $2,974,466.

    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 18,819 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $2,411,090.

    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 18,819 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $2,577,074.

    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 18,819 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $2,680,014.

    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 18,819 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $2,609,819.

    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 18,819 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $2,213,679.

    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 18,819 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,385,308.

    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).