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Disclosery

Naviter Wealth, LLC: IYR position timeline

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

Naviter Wealth, LLC held 42,882 IYR 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 42,882 shares
    Change vs previous 13F +16,688 shares

    0.4% of the 13F portfolio, value $4,384,730.

    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 26,194 shares
    Change vs previous 13F +30 shares

    0.31% of the 13F portfolio, value $2,476,942.

    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 26,164 shares
    Change vs previous 13F -10,877 shares

    0.32% of the 13F portfolio, value $2,456,572.

    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 37,041 shares
    Change vs previous 13F +6 shares

    0.42% of the 13F portfolio, value $3,595,967.

    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 37,035 shares
    Change vs previous 13F +16,700 shares

    0.43% of the 13F portfolio, value $3,509,830.

    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 20,335 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,926,559.

    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 20,335 shares
    Change vs previous 13F +13,883 shares

    0.23% of the 13F portfolio, value $1,892,394.

    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 6,452 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $657,283.

    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).