Navis Wealth Advisors, LLC
Position in SMLV — State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF
CIK 1849055
RYE BROOK, NY
All Filings in SMLV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMLV | $845,646 | 6,169 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SMLV | $804,875 | 6,138 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 SMLV | $790,116 | 6,090 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SMLV | $756,915 | 6,050 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 SMLV | $738,448 | 6,010 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 SMLV | $761,823 | 5,969 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 SMLV | $735,382 | 5,920 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 SMLV | $646,697 | 5,878 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 SMLV | $653,081 | 5,829 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 SMLV | $652,503 | 5,799 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||