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Naviter Wealth, LLCCoreConcentrated long-term

CIK: 0001855567 | LITTLE ROCK, AR

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR305$1.1B2026-08-07SEC ↗
Q1 2026
13F-HR271$800.6M2026-04-10SEC ↗
Q4 2025
13F-HR275$767.2M2026-01-21SEC ↗
Q3 2025
13F-HR260$859.2M2025-11-06SEC ↗
Q2 2025
13F-HR273$812.1M2025-07-28SEC ↗
Q1 2025
13F-HR274$825.1M2025-04-25SEC ↗
Q4 2024
13F-HR278$829.2M2025-02-07SEC ↗
Q3 2024
13F-HR243$718.4M2024-10-16SEC ↗
Q2 2024
13F-HR231$669.9M2024-08-02SEC ↗
Q1 2024
13F-HR232$611.3M2024-04-18SEC ↗
Q4 2023
13F-HR218$496.9M2024-02-05SEC ↗
Q3 2023
13F-HR210$414.4M2023-11-14SEC ↗
Q2 2023
13F-HR231$393.4M2023-07-20SEC ↗
Q1 2023
13F-HR194$285.9M2023-04-12SEC ↗
Q4 2022
13F-HR193$364.3M2023-01-31SEC ↗
Q3 2022
13F-HR180$36.6M2022-10-27SEC ↗
Q2 2022
13F-HR182$35.1M2022-07-18SEC ↗
Q1 2022
13F-HR92$45.9M2022-04-21SEC ↗
Q4 2021
13F-HR98$41.6M2022-02-03SEC ↗