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Naviter Wealth, LLC

SEC CIK
0001855567
Latest filing
Aug 7, 2026

MITT holding history

TPG Mortgage Investment Trust, 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.

MITT overviewAll 13F holders of MITTFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2023
Holdings of MITT by Naviter Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−18,547−100.0%Sold outHolders
Q3 202418,547$142.8K<0.1%−2,850−13.3%ReducedHolders
Q2 202421,397$146.1K<0.1%+4,450+26.3%AddedHolders
Q1 202416,947$106.8K<0.1%+4,000+30.9%AddedHolders
Q4 202312,947$83.1K<0.1%+12,947NewHolders