Naviter Wealth, LLC historic quarter change: USA Other Stocks, Sold out
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Naviter Wealth, LLC opened 3 positions, added to 1, reduced 6 and sold out of 5.
- Q3 2025: Stock XAI OCTAGN FLT RAT & ALT INM; Country of operation United States; Class COM; Shares before 10,000.
- Q2 2025: Stock ERNEXA THERAPEUTICS INC; Country of operation United States; Class COM NEW; Shares before 47,271.
- Q4 2024: Stock FORWARD AIR CORP; Country of operation United States; Class COM; Shares before 10,670.
- Q2 2024: Stock PIONEER NAT RES CO; Country of operation United States; Class COM; Shares before 4,320.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1855567), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-10); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-28); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-07); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). 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. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
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