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Disclosery

Naviter Wealth, LLC: SPG position timeline

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

Naviter Wealth, LLC held 33,283 SPG 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 33,283 shares
    Change vs previous 13F +6,072 shares

    0.68% of the 13F portfolio, value $7,443,763.

    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 27,211 shares
    Change vs previous 13F +2,833 shares

    0.63% of the 13F portfolio, value $5,075,642.

    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 24,378 shares
    Change vs previous 13F -2,010 shares

    0.59% of the 13F portfolio, value $4,512,572.

    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 26,388 shares
    Change vs previous 13F +1,307 shares

    0.58% of the 13F portfolio, value $4,952,146.

    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 25,081 shares
    Change vs previous 13F +1,044 shares

    0.5% of the 13F portfolio, value $4,032,064.

    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 24,037 shares
    Change vs previous 13F +897 shares

    0.48% of the 13F portfolio, value $3,998,545.

    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 23,140 shares
    Change vs previous 13F +1,286 shares

    0.48% of the 13F portfolio, value $3,984,939.

    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 21,854 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,693,763.

    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).