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Disclosery

Naviter Wealth, LLC: WY position timeline

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

Naviter Wealth, LLC held 55,772 WY 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 55,772 shares
    Change vs previous 13F +11,410 shares

    0.12% of the 13F portfolio, value $1,335,179.

    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 44,362 shares
    Change vs previous 13F +6,903 shares

    0.14% of the 13F portfolio, value $1,083,774.

    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 37,459 shares
    Change vs previous 13F -8,336 shares

    0.12% of the 13F portfolio, value $887,411.

    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 45,795 shares
    Change vs previous 13F -92 shares

    0.13% of the 13F portfolio, value $1,135,254.

    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 45,887 shares
    Change vs previous 13F +3,472 shares

    0.15% of the 13F portfolio, value $1,178,848.

    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 42,415 shares
    Change vs previous 13F +1,195 shares

    0.15% of the 13F portfolio, value $1,245,306.

    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 41,220 shares
    Change vs previous 13F -5,829 shares

    0.14% of the 13F portfolio, value $1,160,345.

    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 47,049 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,593,081.

    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).