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Disclosery

Naviter Wealth, LLC: VTR position timeline

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

Naviter Wealth, LLC held 43,851 VTR 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 43,851 shares
    Change vs previous 13F +8,257 shares

    0.36% of the 13F portfolio, value $3,916,728.

    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 35,594 shares
    Change vs previous 13F +3,741 shares

    0.37% of the 13F portfolio, value $2,929,362.

    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 31,853 shares
    Change vs previous 13F -3,451 shares

    0.32% of the 13F portfolio, value $2,480,112.

    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 35,304 shares
    Change vs previous 13F +2,066 shares

    0.29% of the 13F portfolio, value $2,487,890.

    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 33,238 shares
    Change vs previous 13F +3,069 shares

    0.26% of the 13F portfolio, value $2,114,733.

    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 30,169 shares
    Change vs previous 13F +200 shares

    0.25% of the 13F portfolio, value $2,074,420.

    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 29,969 shares
    Change vs previous 13F +2,792 shares

    0.21% of the 13F portfolio, value $1,778,362.

    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 27,177 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,742,861.

    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).