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Disclosery

Naviter Wealth, LLC: MAA position timeline

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

Naviter Wealth, LLC held 11,890 MAA 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 11,890 shares
    Change vs previous 13F +2,252 shares

    0.15% of the 13F portfolio, value $1,651,992.

    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 9,638 shares
    Change vs previous 13F +1,066 shares

    0.15% of the 13F portfolio, value $1,176,977.

    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 8,572 shares
    Change vs previous 13F -1,217 shares

    0.16% of the 13F portfolio, value $1,190,761.

    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 9,789 shares
    Change vs previous 13F +468 shares

    0.16% of the 13F portfolio, value $1,367,829.

    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 9,321 shares
    Change vs previous 13F +754 shares

    0.17% of the 13F portfolio, value $1,379,601.

    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 8,567 shares
    Change vs previous 13F +93 shares

    0.17% of the 13F portfolio, value $1,421,265.

    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 8,474 shares
    Change vs previous 13F +768 shares

    0.16% of the 13F portfolio, value $1,309,826.

    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 7,706 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,224,483.

    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).