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Disclosery

Naviter Wealth, LLC: MA position timeline

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

Naviter Wealth, LLC held 9,130 MA 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 9,130 shares
    Change vs previous 13F +1,894 shares

    0.43% of the 13F portfolio, value $4,689,411.

    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 7,236 shares
    Change vs previous 13F +377 shares

    0.45% of the 13F portfolio, value $3,615,765.

    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 6,859 shares
    Change vs previous 13F -1,402 shares

    0.51% of the 13F portfolio, value $3,915,684.

    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 8,261 shares
    Change vs previous 13F +420 shares

    0.55% of the 13F portfolio, value $4,698,949.

    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 7,841 shares
    Change vs previous 13F -475 shares

    0.54% of the 13F portfolio, value $4,406,172.

    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 8,316 shares
    Change vs previous 13F +122 shares

    0.54% of the 13F portfolio, value $4,495,741.

    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 8,194 shares
    Change vs previous 13F +1,347 shares

    0.52% of the 13F portfolio, value $4,314,715.

    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 6,847 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $3,381,104.

    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).