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Disclosery

Naviter Wealth, LLC: O position timeline

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

Naviter Wealth, LLC held 78,312 O 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 78,312 shares
    Change vs previous 13F +14,729 shares

    0.44% of the 13F portfolio, value $4,873,377.

    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 63,583 shares
    Change vs previous 13F +6,687 shares

    0.49% of the 13F portfolio, value $3,907,201.

    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 56,896 shares
    Change vs previous 13F -4,538 shares

    0.42% of the 13F portfolio, value $3,222,606.

    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 61,434 shares
    Change vs previous 13F +5,096 shares

    0.43% of the 13F portfolio, value $3,734,598.

    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 56,338 shares
    Change vs previous 13F +1,973 shares

    0.4% of the 13F portfolio, value $3,245,608.

    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 54,365 shares
    Change vs previous 13F +1,123 shares

    0.37% of the 13F portfolio, value $3,077,607.

    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 53,242 shares
    Change vs previous 13F +8,078 shares

    0.34% of the 13F portfolio, value $2,843,659.

    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 45,164 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,864,306.

    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).