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Disclosery

Naviter Wealth, LLC: NMFC position timeline

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

Naviter Wealth, LLC held 112,629 NMFC 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 112,629 shares
    Change vs previous 13F -19,093 shares

    0.07% of the 13F portfolio, value $807,549.

    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 131,722 shares
    Change vs previous 13F -26,159 shares

    0.13% of the 13F portfolio, value $1,022,160.

    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 157,881 shares
    Change vs previous 13F -45,204 shares

    0.19% of the 13F portfolio, value $1,454,087.

    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 203,085 shares
    Change vs previous 13F -2,672 shares

    0.23% of the 13F portfolio, value $1,957,743.

    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 205,757 shares
    Change vs previous 13F +8,080 shares

    0.27% of the 13F portfolio, value $2,170,737.

    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 197,677 shares
    Change vs previous 13F +8,548 shares

    0.27% of the 13F portfolio, value $2,251,157.

    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 189,129 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,129,593.

    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).