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Disclosery

Naviter Wealth, LLC: PSA position timeline

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

Naviter Wealth, LLC held 13,861 PSA 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 13,861 shares
    Change vs previous 13F +2,714 shares

    0.4% of the 13F portfolio, value $4,412,157.

    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 11,147 shares
    Change vs previous 13F +1,297 shares

    0.38% of the 13F portfolio, value $3,019,523.

    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 9,850 shares
    Change vs previous 13F -2,897 shares

    0.33% of the 13F portfolio, value $2,556,168.

    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 12,747 shares
    Change vs previous 13F +421 shares

    0.43% of the 13F portfolio, value $3,682,037.

    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 12,326 shares
    Change vs previous 13F +902 shares

    0.45% of the 13F portfolio, value $3,616,728.

    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 11,424 shares
    Change vs previous 13F +157 shares

    0.41% of the 13F portfolio, value $3,362,883.

    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 11,267 shares
    Change vs previous 13F +1,253 shares

    0.41% of the 13F portfolio, value $3,373,790.

    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 10,014 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,643,794.

    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).