Skip to content
Disclosery

Naviter Wealth, LLC: NVDA position timeline

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

Naviter Wealth, LLC held 191,813 NVDA 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 191,813 shares
    Change vs previous 13F +37,822 shares

    3.49% of the 13F portfolio, value $38,379,768.

    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 153,991 shares
    Change vs previous 13F +4,981 shares

    3.35% of the 13F portfolio, value $26,857,571.

    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 149,010 shares
    Change vs previous 13F -14,019 shares

    3.63% of the 13F portfolio, value $27,790,374.

    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 163,029 shares
    Change vs previous 13F +7,181 shares

    3.54% of the 13F portfolio, value $30,419,546.

    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 155,848 shares
    Change vs previous 13F -10,807 shares

    3.03% of the 13F portfolio, value $24,623,953.

    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 166,655 shares
    Change vs previous 13F -2,349 shares

    2.22% of the 13F portfolio, value $18,278,703.

    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 169,004 shares
    Change vs previous 13F +39,750 shares

    2.74% of the 13F portfolio, value $22,695,547.

    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 129,254 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $15,697,872.

    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).