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Disclosery

Naviter Wealth, LLC: V position timeline

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

Naviter Wealth, LLC held 18,932 V 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 18,932 shares
    Change vs previous 13F +4,545 shares

    0.59% of the 13F portfolio, value $6,495,535.

    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 14,387 shares
    Change vs previous 13F +744 shares

    0.54% of the 13F portfolio, value $4,348,432.

    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 13,643 shares
    Change vs previous 13F -3,023 shares

    0.62% of the 13F portfolio, value $4,784,773.

    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 16,666 shares
    Change vs previous 13F +900 shares

    0.66% of the 13F portfolio, value $5,689,461.

    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 15,766 shares
    Change vs previous 13F +481 shares

    0.69% of the 13F portfolio, value $5,597,729.

    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 15,285 shares
    Change vs previous 13F +34 shares

    0.64% of the 13F portfolio, value $5,240,462.

    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 15,251 shares
    Change vs previous 13F +3,552 shares

    0.58% of the 13F portfolio, value $4,820,073.

    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 11,699 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,216,754.

    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).