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Disclosery

Naviter Wealth, LLC: SBAC position timeline

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

Naviter Wealth, LLC held 8,998 SBAC 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 8,998 shares
    Change vs previous 13F +1,951 shares

    0.14% of the 13F portfolio, value $1,587,749.

    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 7,047 shares
    Change vs previous 13F +1,195 shares

    0.15% of the 13F portfolio, value $1,212,815.

    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 5,852 shares
    Change vs previous 13F -1,509 shares

    0.15% of the 13F portfolio, value $1,131,971.

    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 7,361 shares
    Change vs previous 13F +495 shares

    0.17% of the 13F portfolio, value $1,423,261.

    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 6,866 shares
    Change vs previous 13F +905 shares

    0.2% of the 13F portfolio, value $1,612,418.

    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 5,961 shares
    Change vs previous 13F +40 shares

    0.16% of the 13F portfolio, value $1,292,583.

    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 5,921 shares
    Change vs previous 13F -2,735 shares

    0.15% of the 13F portfolio, value $1,206,700.

    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 8,656 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,083,499.

    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).