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Disclosery

Naviter Wealth, LLC: MAIN position timeline

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

Naviter Wealth, LLC held 100,862 MAIN 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 100,862 shares
    Change vs previous 13F +15,872 shares

    0.48% of the 13F portfolio, value $5,232,732.

    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 84,990 shares
    Change vs previous 13F +11,022 shares

    0.56% of the 13F portfolio, value $4,501,059.

    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 73,968 shares
    Change vs previous 13F -7,762 shares

    0.58% of the 13F portfolio, value $4,466,934.

    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 81,730 shares
    Change vs previous 13F +5,052 shares

    0.6% of the 13F portfolio, value $5,197,204.

    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 76,678 shares
    Change vs previous 13F +6,720 shares

    0.56% of the 13F portfolio, value $4,531,659.

    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 69,958 shares
    Change vs previous 13F +3,790 shares

    0.48% of the 13F portfolio, value $3,963,820.

    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 66,168 shares
    Change vs previous 13F +4,765 shares

    0.47% of the 13F portfolio, value $3,876,121.

    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 61,403 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,078,746.

    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).