Skip to main content

Naviter Wealth, LLC

SEC CIK
0001855567
Latest filing
Aug 7, 2026

ONT holding history

Onterris, 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.

ONT overviewAll 13F holders of ONTFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q4 2021
Holdings of ONT by Naviter Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−17,545−100.0%Sold outHolders
Q3 202417,545$461.4K0.1%−6,298−26.4%ReducedHolders
Q2 202423,843$1.06M0.2%00.0%UnchangedHolders
Q1 202423,843$933.9K0.2%−1,355−5.4%ReducedHolders
Q4 202325,198$809.6K0.2%−1,035−3.9%ReducedHolders
Q3 202326,233$767.6K0.2%−8,335−24.1%ReducedHolders
Q2 202334,568$1.46M0.4%00.0%UnchangedHolders
Q1 202334,568$1.23M0.4%00.0%UnchangedHolders
Q4 202234,568$1.84M0.5%−192,535−84.8%ReducedHolders
Q3 2022227,103$7.64M3.1%−2,500−1.1%ReducedHolders
Q2 2022229,603$7.75M3.2%+177,416+340.0%AddedHolders
Q1 202252,187$2.76M0.9%+22,917+78.3%AddedHolders
Q4 202129,270$2.06M0.6%–No prior filingHolders