Navigate Wealth Management, LLCETFConcentrated trader

CIK: 0002127791 | BIRMINGHAM, AL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	81	$165.3M	2026-10-14	SEC ↗
Q2 2026	13F-HR	79	$161.4M	2026-07-23	SEC ↗
Q1 2026	13F-HR	72	$142.4M	2026-04-27	SEC ↗