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Naviter Wealth, LLC

SEC CIK
0001855567
Latest filing
Aug 7, 2026

AI holding history

C3.ai, Inc. in every 13F filed by Naviter Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AI overviewAll 13F holders of AIFull Q2 2026 holdings

Shares (Q2 2026)
15,000
Value
$136.3K
% of portfolio
<0.1%
Quarters held
2
Since Q4 2025
Holdings of AI by Naviter Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,000$136.3K<0.1%+15,000NewHolders
Q1 20260$00.0%−74,599−100.0%Sold outHolders
Q4 202574,599$1.01M0.1%+74,599NewHolders