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Disclosery

Naviter Wealth, LLC: RIO position timeline

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

Naviter Wealth, LLC held 25,169 RIO 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 25,169 shares
    Change vs previous 13F +3,811 shares

    0.22% of the 13F portfolio, value $2,389,288.

    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 21,358 shares
    Change vs previous 13F +845 shares

    0.26% of the 13F portfolio, value $2,046,621.

    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 20,513 shares
    Change vs previous 13F -2,060 shares

    0.21% of the 13F portfolio, value $1,641,678.

    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 22,573 shares
    Change vs previous 13F +728 shares

    0.17% of the 13F portfolio, value $1,490,062.

    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 21,845 shares
    Change vs previous 13F +245 shares

    0.16% of the 13F portfolio, value $1,274,219.

    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 21,600 shares
    Change vs previous 13F -313 shares

    0.17% of the 13F portfolio, value $1,366,144.

    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 21,913 shares
    Change vs previous 13F -1,913 shares

    0.16% of the 13F portfolio, value $1,288,704.

    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 23,826 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,695,696.

    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).