Skip to content

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

  1. period ended2026-06-30
    13F 338,599 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 269,268 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 261,471 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 309,510 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 300,138 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 287,646 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 285,691 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 288,612 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).