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Disclosery

Naviter Wealth, LLC: VMRK position timeline

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

Naviter Wealth, LLC held 34,367 VMRK 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 34,367 shares
    Change vs previous 13F +6,914 shares

    0.21% of the 13F portfolio, value $2,358,625.

    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 27,453 shares
    Change vs previous 13F +3,131 shares

    0.21% of the 13F portfolio, value $1,643,113.

    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 24,322 shares
    Change vs previous 13F -4,354 shares

    0.2% of the 13F portfolio, value $1,533,229.

    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 28,676 shares
    Change vs previous 13F +1,304 shares

    0.22% of the 13F portfolio, value $1,876,075.

    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 27,372 shares
    Change vs previous 13F +2,408 shares

    0.23% of the 13F portfolio, value $1,864,875.

    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 24,964 shares
    Change vs previous 13F +548 shares

    0.22% of the 13F portfolio, value $1,781,930.

    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 24,416 shares
    Change vs previous 13F +2,205 shares

    0.21% of the 13F portfolio, value $1,752,092.

    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 22,211 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,668,815.

    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).