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Naviter Wealth, LLC

SEC CIK
0001855567
Latest filing
Aug 7, 2026

PAA holding history

Plains All American Pipeline LP 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.

PAA overviewAll 13F holders of PAAFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2025
Holdings of PAA by Naviter Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−13,858−100.0%Sold outHolders
Q4 202513,858$248.9K<0.1%+13,858NewHolders
Q3 20250$00.0%−14,763−100.0%Sold outHolders
Q2 202514,763$270.5K<0.1%+350+2.4%AddedHolders
Q1 202514,413$291.3K<0.1%+14,413NewHolders