Skip to content
Disclosery

Naviter Wealth, LLC: XLK position timeline

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

Naviter Wealth, LLC held 9,580 XLK 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 9,580 shares
    Change vs previous 13F +104 shares

    0.17% of the 13F portfolio, value $1,825,193.

    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 9,476 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,259,368.

    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 9,476 shares
    Change vs previous 13F +4,604 shares

    0.18% of the 13F portfolio, value $1,364,268.

    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 4,872 shares
    Change vs previous 13F +258 shares

    0.16% of the 13F portfolio, value $1,373,239.

    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 4,614 shares
    Change vs previous 13F +100 shares

    0.14% of the 13F portfolio, value $1,168,418.

    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 4,514 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $931,611.

    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 4,514 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,049,609.

    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).