Position in DX
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$134,873
New position
Shares Held
10,570
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Naviter Wealth, LLC holds $25,520 across 1 REIT - Mortgage name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHMI |
Cherry Hill Mortgage Investment Corp
|
11,000 | $25,520 |
All Filings in DX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $134,873 | 10,570 | Shares | Sole | 2026-04-10 | |
| No filing history on record for this holder in this stock. | ||||||