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Disclosery

Naviter Wealth, LLC: UDR position timeline

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

Naviter Wealth, LLC held 13,153 UDR 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 13,153 shares
    Change vs previous 13F -2,023 shares

    0.05% of the 13F portfolio, value $525,058.

    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 15,176 shares
    Change vs previous 13F -1,064 shares

    0.06% of the 13F portfolio, value $512,629.

    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 16,240 shares
    Change vs previous 13F -3,017 shares

    0.08% of the 13F portfolio, value $595,700.

    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 19,257 shares
    Change vs previous 13F +155 shares

    0.08% of the 13F portfolio, value $717,524.

    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 19,102 shares
    Change vs previous 13F +1,851 shares

    0.1% of the 13F portfolio, value $779,935.

    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 17,251 shares
    Change vs previous 13F +814 shares

    0.09% of the 13F portfolio, value $768,360.

    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 16,437 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $713,530.

    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).