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Disclosery

Naviter Wealth, LLC: SAP position timeline

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

Naviter Wealth, LLC held 19,650 SAP 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 19,650 shares
    Change vs previous 13F +537 shares

    0.27% of the 13F portfolio, value $3,028,261.

    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 19,113 shares
    Change vs previous 13F +138 shares

    0.41% of the 13F portfolio, value $3,272,337.

    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 18,975 shares
    Change vs previous 13F -4,337 shares

    0.6% of the 13F portfolio, value $4,609,217.

    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 23,312 shares
    Change vs previous 13F +366 shares

    0.73% of the 13F portfolio, value $6,229,200.

    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 22,946 shares
    Change vs previous 13F +1,177 shares

    0.86% of the 13F portfolio, value $6,977,879.

    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 21,769 shares
    Change vs previous 13F +399 shares

    0.71% of the 13F portfolio, value $5,834,092.

    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 21,370 shares
    Change vs previous 13F +36 shares

    0.63% of the 13F portfolio, value $5,261,508.

    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 21,334 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $4,887,619.

    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).