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Disclosery

Naviter Wealth, LLC: JPST position timeline

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

Naviter Wealth, LLC held 1,099,150 JPST 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 1,099,150 shares
    Change vs previous 13F +325,251 shares

    5.05% of the 13F portfolio, value $55,583,996.

    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 773,899 shares
    Change vs previous 13F +195,379 shares

    4.89% of the 13F portfolio, value $39,167,014.

    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 578,520 shares
    Change vs previous 13F -242,180 shares

    3.83% of the 13F portfolio, value $29,370,837.

    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 820,700 shares
    Change vs previous 13F -137,495 shares

    4.85% of the 13F portfolio, value $41,634,109.

    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 958,195 shares
    Change vs previous 13F +505,738 shares

    5.98% of the 13F portfolio, value $48,561,345.

    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 452,457 shares
    Change vs previous 13F +92,131 shares

    2.78% of the 13F portfolio, value $22,903,390.

    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 360,326 shares
    Change vs previous 13F -76,653 shares

    2.2% of the 13F portfolio, value $18,224,132.

    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 436,979 shares
    Change vs previous 13F not available

    3.09% of the 13F portfolio, value $22,172,322.

    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).