Skip to content
Disclosery

Naviter Wealth, LLC: SAN position timeline

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

Naviter Wealth, LLC held 431,070 SAN 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 431,070 shares
    Change vs previous 13F +87,395 shares

    0.54% of the 13F portfolio, value $5,948,760.

    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 343,675 shares
    Change vs previous 13F +11,634 shares

    0.48% of the 13F portfolio, value $3,876,649.

    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 332,041 shares
    Change vs previous 13F -23,955 shares

    0.51% of the 13F portfolio, value $3,894,841.

    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 355,996 shares
    Change vs previous 13F +10,927 shares

    0.43% of the 13F portfolio, value $3,730,838.

    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 345,069 shares
    Change vs previous 13F +14,476 shares

    0.35% of the 13F portfolio, value $2,864,073.

    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 330,593 shares
    Change vs previous 13F -12,299 shares

    0.27% of the 13F portfolio, value $2,244,726.

    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 342,892 shares
    Change vs previous 13F -699 shares

    0.19% of the 13F portfolio, value $1,563,588.

    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 343,591 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,752,314.

    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).