Skip to content
Disclosery

Naviter Wealth, LLC: USRT position timeline

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

Naviter Wealth, LLC held 70,349 USRT 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 70,349 shares
    Change vs previous 13F +13,755 shares

    0.42% of the 13F portfolio, value $4,674,691.

    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 56,594 shares
    Change vs previous 13F -6,277 shares

    0.42% of the 13F portfolio, value $3,349,799.

    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 62,871 shares
    Change vs previous 13F +22,498 shares

    0.47% of the 13F portfolio, value $3,581,132.

    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 40,373 shares
    Change vs previous 13F +9,927 shares

    0.28% of the 13F portfolio, value $2,370,703.

    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 30,446 shares
    Change vs previous 13F -9,900 shares

    0.21% of the 13F portfolio, value $1,722,026.

    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 40,346 shares
    Change vs previous 13F +8,450 shares

    0.28% of the 13F portfolio, value $2,300,932.

    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 31,896 shares
    Change vs previous 13F +21,559 shares

    0.22% of the 13F portfolio, value $1,827,960.

    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 10,337 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $636,449.

    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).