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Disclosery

Naviter Wealth, LLC: TDW position timeline

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

Naviter Wealth, LLC held 90,481 TDW 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 90,481 shares
    Change vs previous 13F +23,984 shares

    0.55% of the 13F portfolio, value $6,028,749.

    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 66,497 shares
    Change vs previous 13F -52,656 shares

    0.69% of the 13F portfolio, value $5,555,824.

    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 119,153 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $6,018,418.

    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 119,153 shares
    Change vs previous 13F -63,073 shares

    0.74% of the 13F portfolio, value $6,354,429.

    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 182,226 shares
    Change vs previous 13F +75,280 shares

    1.04% of the 13F portfolio, value $8,406,085.

    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 106,946 shares
    Change vs previous 13F -60,719 shares

    0.56% of the 13F portfolio, value $4,647,873.

    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 167,665 shares
    Change vs previous 13F +41,615 shares

    1.11% of the 13F portfolio, value $9,172,952.

    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 126,050 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $9,049,130.

    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).