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Disclosery

Naviter Wealth, LLC: TM position timeline

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

Naviter Wealth, LLC held 24,320 TM 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 24,320 shares
    Change vs previous 13F +427 shares

    0.37% of the 13F portfolio, value $4,096,042.

    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 23,893 shares
    Change vs previous 13F +1,010 shares

    0.62% of the 13F portfolio, value $4,924,191.

    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 22,883 shares
    Change vs previous 13F -1,568 shares

    0.64% of the 13F portfolio, value $4,898,335.

    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 24,451 shares
    Change vs previous 13F +569 shares

    0.54% of the 13F portfolio, value $4,672,342.

    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 23,882 shares
    Change vs previous 13F -384 shares

    0.51% of the 13F portfolio, value $4,113,913.

    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 24,266 shares
    Change vs previous 13F +2,147 shares

    0.53% of the 13F portfolio, value $4,345,313.

    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 22,119 shares
    Change vs previous 13F -7,818 shares

    0.52% of the 13F portfolio, value $4,304,579.

    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 29,937 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $5,345,850.

    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).