Skip to content
Disclosery

Naviter Wealth, LLC: SUI position timeline

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

Naviter Wealth, LLC held 10,858 SUI 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 10,858 shares
    Change vs previous 13F +2,223 shares

    0.12% of the 13F portfolio, value $1,314,156.

    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 8,635 shares
    Change vs previous 13F +868 shares

    0.14% of the 13F portfolio, value $1,097,361.

    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 7,767 shares
    Change vs previous 13F -791 shares

    0.13% of the 13F portfolio, value $970,503.

    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 8,558 shares
    Change vs previous 13F +426 shares

    0.13% of the 13F portfolio, value $1,112,891.

    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 8,132 shares
    Change vs previous 13F +870 shares

    0.13% of the 13F portfolio, value $1,036,948.

    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 7,262 shares
    Change vs previous 13F +301 shares

    0.11% of the 13F portfolio, value $945,876.

    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 6,961 shares
    Change vs previous 13F -1,975 shares

    0.1% of the 13F portfolio, value $862,538.

    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 8,936 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,216,100.

    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).