Skip to main content

Naviter Wealth, LLC

SEC CIK
0001855567
Latest filing
Aug 7, 2026

TELFY holding history

Telefonica S A 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.

TELFY overviewAll 13F holders of TELFYFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2022
Holdings of TELFY by Naviter Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−74,372−100.0%Sold outHolders
Q4 202574,372$314.5K<0.1%−11,012−12.9%ReducedHolders
Q3 202585,384$433.8K0.1%+2,290+2.8%AddedHolders
Q2 202583,094$440.1K0.1%+56,094+207.8%AddedHolders
Q1 202527,000$125.0K<0.1%00.0%UnchangedHolders
Q4 202427,000$112.7K<0.1%+9,010+50.1%AddedHolders
Q3 202417,990$87.4K<0.1%00.0%UnchangedHolders
Q2 202417,990$78.6K<0.1%00.0%UnchangedHolders
Q1 202417,990$79.3K<0.1%00.0%UnchangedHolders
Q4 202317,990$73.1K<0.1%00.0%UnchangedHolders
Q3 202317,990$73.2K<0.1%00.0%UnchangedHolders
Q2 202317,990$75.4K<0.1%00.0%UnchangedHolders
Q1 202317,990$77.0K<0.1%+7,654+74.1%AddedHolders
Q4 202210,336$40.2K<0.1%+10,336NewHolders