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Disclosery

Naviter Wealth, LLC: PSEC position timeline

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

Naviter Wealth, LLC held 656,528 PSEC 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 656,528 shares
    Change vs previous 13F +85,743 shares

    0.14% of the 13F portfolio, value $1,539,313.

    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 570,785 shares
    Change vs previous 13F +186,566 shares

    0.19% of the 13F portfolio, value $1,515,474.

    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 384,219 shares
    Change vs previous 13F -112,071 shares

    0.13% of the 13F portfolio, value $1,013,632.

    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 496,290 shares
    Change vs previous 13F -183,845 shares

    0.16% of the 13F portfolio, value $1,387,142.

    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 680,135 shares
    Change vs previous 13F +227,595 shares

    0.27% of the 13F portfolio, value $2,182,803.

    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 452,540 shares
    Change vs previous 13F -56,374 shares

    0.23% of the 13F portfolio, value $1,882,562.

    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 508,914 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,216,322.

    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).