Skip to content
Disclosery

Naviter Wealth, LLC: MSFT position timeline

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

Naviter Wealth, LLC held 46,317 MSFT 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 46,317 shares
    Change vs previous 13F -550 shares

    1.57% of the 13F portfolio, value $17,277,283.

    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 46,867 shares
    Change vs previous 13F +1,125 shares

    2.17% of the 13F portfolio, value $17,348,785.

    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 45,742 shares
    Change vs previous 13F -5,313 shares

    2.89% of the 13F portfolio, value $22,121,769.

    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 51,055 shares
    Change vs previous 13F +2,876 shares

    3.08% of the 13F portfolio, value $26,443,729.

    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 48,179 shares
    Change vs previous 13F -7,031 shares

    2.95% of the 13F portfolio, value $23,964,941.

    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 55,210 shares
    Change vs previous 13F -2,080 shares

    2.53% of the 13F portfolio, value $20,913,578.

    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 57,290 shares
    Change vs previous 13F +11,954 shares

    2.91% of the 13F portfolio, value $24,147,797.

    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 45,336 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $19,507,932.

    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).