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Disclosery

Naviter Wealth, LLC: PEP position timeline

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

Naviter Wealth, LLC held 12,562 PEP 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 12,562 shares
    Change vs previous 13F +1,247 shares

    0.15% of the 13F portfolio, value $1,700,934.

    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 11,315 shares
    Change vs previous 13F +801 shares

    0.22% of the 13F portfolio, value $1,757,092.

    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 10,514 shares
    Change vs previous 13F -2,097 shares

    0.2% of the 13F portfolio, value $1,524,271.

    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 12,611 shares
    Change vs previous 13F -1,399 shares

    0.21% of the 13F portfolio, value $1,771,043.

    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 14,010 shares
    Change vs previous 13F -1,245 shares

    0.23% of the 13F portfolio, value $1,849,926.

    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 15,255 shares
    Change vs previous 13F -1,380 shares

    0.28% of the 13F portfolio, value $2,297,433.

    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 16,635 shares
    Change vs previous 13F +1,282 shares

    0.31% of the 13F portfolio, value $2,552,247.

    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 15,353 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,610,778.

    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).