Naviter Wealth, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Naviter Wealth, LLC opened 25 positions, added to 140, reduced 21, sold out of 8 and left 10 unchanged. The largest increase in value was NVDA (+$11,522,197); the largest decrease was XOMXXXX (-$24,061,250).
- XOMXXXX: Country of operation —; Class COM; Shares 2026-03-31 141,820; Shares 2026-06-30 0.
- HONZZZZ: Country of operation —; Class COM; Shares 2026-03-31 10,814; Shares 2026-06-30 0.
- GEV: Country of operation United States; Class COM; Shares 2026-03-31 588; Shares 2026-06-30 0.
- LITE: Country of operation United States; Class COM; Shares 2026-03-31 476; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1855567): 2026-03-31 (filed 2026-04-10) and 2026-06-30 (filed 2026-08-07). 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.
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