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Disclosery

Naviter Wealth, LLC: MSDL position timeline

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

Naviter Wealth, LLC held 176,534 MSDL 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 176,534 shares
    Change vs previous 13F +35,907 shares

    0.25% of the 13F portfolio, value $2,748,459.

    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 140,627 shares
    Change vs previous 13F +18,149 shares

    0.25% of the 13F portfolio, value $2,026,434.

    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 122,478 shares
    Change vs previous 13F -38,851 shares

    0.27% of the 13F portfolio, value $2,084,898.

    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 161,329 shares
    Change vs previous 13F -18,996 shares

    0.31% of the 13F portfolio, value $2,674,837.

    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 180,325 shares
    Change vs previous 13F +6,011 shares

    0.43% of the 13F portfolio, value $3,464,691.

    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 174,314 shares
    Change vs previous 13F +12,753 shares

    0.44% of the 13F portfolio, value $3,603,070.

    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 161,561 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,434,374.

    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).