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Disclosery

Naviter Wealth, LLC: SPY position timeline

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

Naviter Wealth, LLC held 4,358 SPY 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 4,358 shares
    Change vs previous 13F +2,184 shares

    0.3% of the 13F portfolio, value $3,263,077.

    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 2,174 shares
    Change vs previous 13F -987 shares

    0.18% of the 13F portfolio, value $1,417,673.

    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 3,161 shares
    Change vs previous 13F -1,214 shares

    0.28% of the 13F portfolio, value $2,162,147.

    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 4,375 shares
    Change vs previous 13F +1,014 shares

    0.34% of the 13F portfolio, value $2,922,748.

    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 3,361 shares
    Change vs previous 13F +2 shares

    0.26% of the 13F portfolio, value $2,082,515.

    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 3,359 shares
    Change vs previous 13F +114 shares

    0.23% of the 13F portfolio, value $1,871,949.

    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 3,245 shares
    Change vs previous 13F -80 shares

    0.23% of the 13F portfolio, value $1,907,938.

    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 3,325 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,913,167.

    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).