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Disclosery

Naviter Wealth, LLC: MLPA position timeline

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

Naviter Wealth, LLC held 201,119 MLPA 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 201,119 shares
    Change vs previous 13F +68,819 shares

    0.97% of the 13F portfolio, value $10,675,397.

    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 132,300 shares
    Change vs previous 13F -1,987 shares

    0.89% of the 13F portfolio, value $7,127,001.

    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 134,287 shares
    Change vs previous 13F +106,829 shares

    0.85% of the 13F portfolio, value $6,500,834.

    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 27,458 shares
    Change vs previous 13F +4,909 shares

    0.15% of the 13F portfolio, value $1,329,516.

    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 22,549 shares
    Change vs previous 13F -7,595 shares

    0.14% of the 13F portfolio, value $1,131,960.

    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 30,144 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,611,800.

    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 30,144 shares
    Change vs previous 13F +23,939 shares

    0.18% of the 13F portfolio, value $1,489,415.

    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 6,205 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $297,716.

    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).