Navigation Wealth Management, Inc. quarter change: USA Bonds: Other Debt, Unchanged
In other debt filed by principal amount (debentures, bonds) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Navigation Wealth Management, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1839930): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Savior LLC | United States | $0.028B | 19 |
| Teza Capital Management LLC | United States | $0.027B | 76 |
| Lotus Technology Management, LP | United States | $0.027B | 37 |
| Berry Wealth Group, LP | United States | $0.027B | 28 |
| Laidlaw Wealth Management LLC | United States | $0.029B | 49 |
| Crescent Park Management, L.P. | United States | $0.029B | 7 |
| Florin Court Capital LLP | United Kingdom | $0.026B | 19 |
| BTS Asset Management, Inc. | United States | $0.026B | 31 |
| IDG-Accel China Capital GP II Associates Ltd. | Hong Kong | $0.030B | 1 |
| Syncona Portfolio Ltd | United Kingdom | $0.026B | 2 |