Skip to content
Disclosery

Naviter Wealth, LLC: META position timeline

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

Naviter Wealth, LLC held 20,131 META 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 20,131 shares
    Change vs previous 13F +3,256 shares

    1.03% of the 13F portfolio, value $11,339,426.

    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 16,875 shares
    Change vs previous 13F -402 shares

    1.21% of the 13F portfolio, value $9,654,511.

    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 17,277 shares
    Change vs previous 13F +561 shares

    1.49% of the 13F portfolio, value $11,404,412.

    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 16,716 shares
    Change vs previous 13F +776 shares

    1.43% of the 13F portfolio, value $12,275,922.

    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 15,940 shares
    Change vs previous 13F -937 shares

    1.45% of the 13F portfolio, value $11,765,167.

    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 16,877 shares
    Change vs previous 13F -164 shares

    1.18% of the 13F portfolio, value $9,733,641.

    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 17,041 shares
    Change vs previous 13F +7,288 shares

    1.2% of the 13F portfolio, value $9,977,676.

    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 9,753 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $5,583,007.

    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).