Naviter Wealth, LLC
- SEC CIK
- 0001855567
- Latest filing
- Aug 7, 2026
SAFE holding history
Safehold 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.
SAFE overviewAll 13F holders of SAFEFull Q2 2026 holdings
- Shares (Q4 2024)
- 0
- Sold out in Q4 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 0 | $0 | 0.0% | −14,530−100.0% | Sold out | Holders |
| Q3 2024 | 14,530 | $383.7K | 0.1% | −37−0.3% | Reduced | Holders |
| Q2 2024 | 14,567 | $283.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 14,567 | $302.7K | <0.1% | +2,000+15.9% | Added | Holders |
| Q4 2023 | 12,567 | $296.3K | 0.1% | +1,037+9.0% | Added | Holders |
| Q3 2023 | 11,530 | $207.3K | 0.1% | +11,530 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −12,421−100.0% | Sold out | Holders |
| Q1 2022 | 12,421 | $691.0K | 0.2% | +730+6.2% | Added | Holders |
| Q4 2021 | 11,691 | $936.0K | 0.3% | – | No prior filing | Holders |