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Disclosery

Naviter Wealth, LLC: TAK position timeline

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

Naviter Wealth, LLC held 59,492 TAK 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 59,492 shares
    Change vs previous 13F +14,791 shares

    0.09% of the 13F portfolio, value $970,374.

    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 44,701 shares
    Change vs previous 13F +4,293 shares

    0.1% of the 13F portfolio, value $827,870.

    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 40,408 shares
    Change vs previous 13F -7,708 shares

    0.08% of the 13F portfolio, value $629,961.

    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 48,116 shares
    Change vs previous 13F +1,556 shares

    0.08% of the 13F portfolio, value $704,418.

    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 46,560 shares
    Change vs previous 13F +35,673 shares

    0.09% of the 13F portfolio, value $723,485.

    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 10,887 shares
    Change vs previous 13F -6,340 shares

    0.02% of the 13F portfolio, value $163,849.

    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 17,227 shares
    Change vs previous 13F -68,248 shares

    0.03% of the 13F portfolio, value $228,085.

    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 85,475 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,215,454.

    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).