Navigation Wealth Management, Inc.

SEC CIK: 0001839930
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

DLR holding history

Digital Realty Trust, Inc. in every 13F filed by Navigation Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DLR overview All 13F holders of DLR Full Q2 2026 holdings

Shares (Q3 2021): 0; Sold out in Q3 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2021

Holdings of DLR by Navigation Wealth Management, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2021	0	$0	0.0%	−306−100.0%	Sold out	Holders
Q2 2021	306	$46.0K	<0.1%	+3+1.0%	Added	Holders
Q1 2021	303	$43.0K	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.