Navigation Wealth Management, Inc.
Top Portfolio Positions
4 positions ·
$2,656,548 total
· as of Mar 31, 2026
Portfolio Trend
22 quarters · across all stocks
Holdings in PROP
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,764 | 25,007 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $42,261 | 25,007 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $49,638 | 25,007 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $74,895 | 25,007 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $117,737 | 22,007 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $83,088 | 12,007 | Shares | Sole | 2025-01-14 | |
| No 13F history on record for this holder in this stock. | ||||||