Skip to content
Disclosery

Naviter Wealth, LLC: MFIC position timeline

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

Naviter Wealth, LLC held 187,298 MFIC 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 187,298 shares
    Change vs previous 13F -10,177 shares

    0.17% of the 13F portfolio, value $1,887,963.

    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 197,475 shares
    Change vs previous 13F +30,461 shares

    0.28% of the 13F portfolio, value $2,219,624.

    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 167,014 shares
    Change vs previous 13F -37,095 shares

    0.25% of the 13F portfolio, value $1,910,639.

    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 204,109 shares
    Change vs previous 13F +850 shares

    0.28% of the 13F portfolio, value $2,447,263.

    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 203,259 shares
    Change vs previous 13F +5,765 shares

    0.32% of the 13F portfolio, value $2,565,129.

    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 197,494 shares
    Change vs previous 13F +10,989 shares

    0.31% of the 13F portfolio, value $2,575,322.

    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 186,505 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,515,952.

    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).