Naviter Wealth, LLC
CIK
0001855567
City
LITTLE ROCK
State / Country
AR
Holdings in SMFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,548,409 | 131,837 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $2,620,747 | 156,556 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $2,282,078 | 151,031 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $2,243,555 | 145,120 | Shares | Sole | 2025-04-25 |
| 2024-12-31 | $2,069,403 | 142,816 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $1,744,771 | 138,145 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $1,924,630 | 143,522 | Shares | Sole | 2024-08-02 |
| 2024-03-31 | $1,568,305 | 133,246 | Shares | Sole | 2024-04-18 |
| 2023-12-31 | $1,119,869 | 115,689 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $909,381 | 92,323 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $753,919 | 87,665 | Shares | Sole | 2023-07-20 |
| 2023-03-31 | $617,152 | 77,144 | Shares | Sole | 2023-04-12 |
| 2022-12-31 | $548,736 | 68,421 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $356,911 | 64,893 | Shares | Sole | 2022-10-27 |
| 2022-06-30 | $366,543 | 62,126 | Shares | Sole | 2022-07-18 |