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Disclosery

Naviter Wealth, LLC: OBDC position timeline

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

Naviter Wealth, LLC held 344,956 OBDC 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 344,956 shares
    Change vs previous 13F +39,242 shares

    0.35% of the 13F portfolio, value $3,857,349.

    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 305,714 shares
    Change vs previous 13F +71,109 shares

    0.44% of the 13F portfolio, value $3,494,306.

    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 234,605 shares
    Change vs previous 13F -106,896 shares

    0.39% of the 13F portfolio, value $3,010,464.

    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 341,501 shares
    Change vs previous 13F -66,540 shares

    0.52% of the 13F portfolio, value $4,487,321.

    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 408,041 shares
    Change vs previous 13F +59,685 shares

    0.74% of the 13F portfolio, value $5,998,351.

    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 348,356 shares
    Change vs previous 13F +32,804 shares

    0.64% of the 13F portfolio, value $5,239,271.

    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 315,552 shares
    Change vs previous 13F -16,177 shares

    0.59% of the 13F portfolio, value $4,887,907.

    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 331,729 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,955,917.

    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).