Position in NAVI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$28,083
+$1,089 QoQ
Shares Held
3,300
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#183
of 253 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NAVI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026IAG Wealth Partners, LLC holds $254,110 across 6 Credit Services names. NAVI ranks #3 (11.1% of the industry book) .
All Filings in NAVI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,083 | 3,300 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $26,994 | 3,300 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $42,900 | 3,300 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $43,395 | 3,300 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $46,530 | 3,300 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $41,679 | 3,300 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $43,857 | 3,300 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $51,447 | 3,300 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $49,678 | 3,412 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||