Position in WDS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$644,302
+$6,898 QoQ
Shares Held
33,349
+24.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#100
of 304 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in WDS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Naviter Wealth, LLC holds $2,797,395 across 4 Oil & Gas E&P names. WDS ranks #2 (23.0% of the industry book) .
All Filings in WDS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,302 | 33,349 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $637,404 | 26,692 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $382,874 | 24,559 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $395,830 | 26,301 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $365,783 | 23,706 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $770,696 | 44,704 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $822,824 | 43,744 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $837,681 | 41,947 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $509,597 | 24,163 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $693,529 | 29,778 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $643,939 | 27,768 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $548,368 | 24,448 | Shares | Sole | 2023-04-12 | |
| No filing history on record for this holder in this stock. | ||||||