Naviter Wealth, LLC: MFG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Naviter Wealth, LLC on MFG, newest first. How the timeline and the estimate are built.
Naviter Wealth, LLC held 338,599 MFG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 338,599 sharesChange vs previous 13F +69,331 shares
0.29% of the 13F portfolio, value $3,243,778.
13F-HR 0001951757-26-001175 filed by Naviter Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 269,268 sharesChange vs previous 13F +7,797 shares
0.27% of the 13F portfolio, value $2,137,988.
13F-HR 0001951757-26-000571 filed by Naviter Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 261,471 sharesChange vs previous 13F -48,039 shares
0.25% of the 13F portfolio, value $1,913,968.
13F-HR 0001951757-26-000260 filed by Naviter Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 309,510 sharesChange vs previous 13F +9,372 shares
0.24% of the 13F portfolio, value $2,073,717.
13F-HR 0001951757-25-001297 filed by Naviter Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 300,138 sharesChange vs previous 13F +12,492 shares
0.21% of the 13F portfolio, value $1,668,767.
13F-HR 0001951757-25-000971 filed by Naviter Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 287,646 sharesChange vs previous 13F +1,955 shares
0.2% of the 13F portfolio, value $1,633,829.
13F-HR 0001951757-25-000456 filed by Naviter Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 285,691 sharesChange vs previous 13F -2,921 shares
0.17% of the 13F portfolio, value $1,397,029.
13F-HR 0001951757-25-000201 filed by Naviter Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 288,612 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $1,206,398.
13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).