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Naviter Wealth, LLC

SEC CIK
0001855567
Latest filing
Aug 7, 2026

RIO holding history

Rio Tinto PLC 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.

RIO overviewAll 13F holders of RIOFull Q2 2026 holdings

Shares (Q2 2026)
25,169
Value
$2.39M
% of portfolio
0.2%
Quarters held
17
Since Q2 2022
Holdings of RIO by Naviter Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,169$2.39M0.2%+3,811+17.8%AddedHolders
Q1 202621,358$2.05M0.3%+845+4.1%AddedHolders
Q4 202520,513$1.64M0.2%−2,060−9.1%ReducedHolders
Q3 202522,573$1.49M0.2%+728+3.3%AddedHolders
Q2 202521,845$1.27M0.2%+245+1.1%AddedHolders
Q1 202521,600$1.37M0.2%−313−1.4%ReducedHolders
Q4 202421,913$1.29M0.2%−1,913−8.0%ReducedHolders
Q3 202423,826$1.70M0.2%−2,889−10.8%ReducedHolders
Q2 202426,715$1.76M0.3%+2,122+8.6%AddedHolders
Q1 202424,593$1.63M0.3%+3,134+14.6%AddedHolders
Q4 202321,459$1.60M0.3%+4,719+28.2%AddedHolders
Q3 202316,740$1.07M0.3%+2,538+17.9%AddedHolders
Q2 202314,202$906.7K0.2%+1,994+16.3%AddedHolders
Q1 202312,208$869.3K0.3%−591−4.6%ReducedHolders
Q4 202212,799$1.01M0.3%+620+5.1%AddedHolders
Q3 202212,179$671.0K0.3%+2,469+25.4%AddedHolders
Q2 20229,710$592.0K0.2%+9,710NewHolders