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Disclosery

Naviter Wealth, LLC: WPC position timeline

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

Naviter Wealth, LLC held 21,749 WPC 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 21,749 shares
    Change vs previous 13F +3,784 shares

    0.14% of the 13F portfolio, value $1,575,438.

    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 17,965 shares
    Change vs previous 13F +1,750 shares

    0.15% of the 13F portfolio, value $1,237,638.

    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 16,215 shares
    Change vs previous 13F -1,448 shares

    0.14% of the 13F portfolio, value $1,058,543.

    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 17,663 shares
    Change vs previous 13F +127 shares

    0.14% of the 13F portfolio, value $1,209,577.

    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 17,536 shares
    Change vs previous 13F +1,543 shares

    0.14% of the 13F portfolio, value $1,109,512.

    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 15,993 shares
    Change vs previous 13F +159 shares

    0.12% of the 13F portfolio, value $1,002,761.

    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 15,834 shares
    Change vs previous 13F -6,487 shares

    0.11% of the 13F portfolio, value $876,570.

    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 22,321 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,410,130.

    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).