Skip to content
Disclosery

Naviter Wealth, LLC: PBR position timeline

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

Naviter Wealth, LLC held 23,949 PBR 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 23,949 shares
    Change vs previous 13F +1,223 shares

    0.04% of the 13F portfolio, value $393,661.

    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 22,726 shares
    Change vs previous 13F -1,498 shares

    0.06% of the 13F portfolio, value $471,556.

    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 24,224 shares
    Change vs previous 13F -1,473 shares

    0.04% of the 13F portfolio, value $295,643.

    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 25,697 shares
    Change vs previous 13F +2,466 shares

    0.04% of the 13F portfolio, value $331,576.

    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 23,231 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $291,388.

    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).