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Disclosery

Naviter Wealth, LLC: IWS position timeline

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

Naviter Wealth, LLC held 11,521 IWS 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 11,521 shares
    Change vs previous 13F +310 shares

    0.17% of the 13F portfolio, value $1,896,357.

    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 11,211 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,633,891.

    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 11,211 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,581,312.

    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 11,211 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,565,840.

    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 11,211 shares
    Change vs previous 13F -196 shares

    0.18% of the 13F portfolio, value $1,481,422.

    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 11,407 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,427,130.

    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 11,407 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,475,381.

    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).