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Disclosery

Naviter Wealth, LLC: SBUX position timeline

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

Naviter Wealth, LLC held 10,407 SBUX 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 10,407 shares
    Change vs previous 13F +1,699 shares

    0.1% of the 13F portfolio, value $1,063,452.

    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 8,708 shares
    Change vs previous 13F -52 shares

    0.1% of the 13F portfolio, value $780,115.

    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 8,760 shares
    Change vs previous 13F -2,936 shares

    0.1% of the 13F portfolio, value $737,680.

    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 11,696 shares
    Change vs previous 13F -37 shares

    0.12% of the 13F portfolio, value $989,482.

    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 11,733 shares
    Change vs previous 13F +4,826 shares

    0.13% of the 13F portfolio, value $1,075,095.

    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 6,907 shares
    Change vs previous 13F -1,251 shares

    0.08% of the 13F portfolio, value $675,021.

    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 8,158 shares
    Change vs previous 13F -13,329 shares

    0.09% of the 13F portfolio, value $744,418.

    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 21,487 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,094,768.

    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).