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Disclosery

Naviter Wealth, LLC: SFNC position timeline

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

Naviter Wealth, LLC held 11,658 SFNC 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 11,658 shares
    Change vs previous 13F -27,803 shares

    0.02% of the 13F portfolio, value $266,560.

    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 39,461 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $776,001.

    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 39,461 shares
    Change vs previous 13F +27,803 shares

    0.1% of the 13F portfolio, value $752,225.

    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 11,658 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $225,961.

    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 11,658 shares
    Change vs previous 13F -5,000 shares

    0.03% of the 13F portfolio, value $223,513.

    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 16,658 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $344,529.

    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 16,658 shares
    Change vs previous 13F +3,250 shares

    0.04% of the 13F portfolio, value $372,973.

    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 13,408 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $291,624.

    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).