Skip to content
Disclosery

Naviter Wealth, LLC: NOW position timeline

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

Naviter Wealth, LLC held 11,002 NOW 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 11,002 shares
    Change vs previous 13F +1,972 shares

    0.1% of the 13F portfolio, value $1,092,279.

    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 9,030 shares
    Change vs previous 13F -759 shares

    0.12% of the 13F portfolio, value $944,086.

    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 9,789 shares
    Change vs previous 13F +7,501 shares

    0.2% of the 13F portfolio, value $1,499,577.

    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 2,288 shares
    Change vs previous 13F +54 shares

    0.25% of the 13F portfolio, value $2,105,601.

    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 2,234 shares
    Change vs previous 13F +88 shares

    0.28% of the 13F portfolio, value $2,296,731.

    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 2,146 shares
    Change vs previous 13F +32 shares

    0.21% of the 13F portfolio, value $1,711,993.

    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 2,114 shares
    Change vs previous 13F +172 shares

    0.27% of the 13F portfolio, value $2,241,094.

    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 1,942 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,736,905.

    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).