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Naviter Wealth, LLC

SEC CIK
0001855567
Latest filing
Aug 7, 2026

WDS holding history

Woodside Energy Group Ltd 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.

WDS overviewAll 13F holders of WDSFull Q2 2026 holdings

Shares (Q2 2026)
33,349
Value
$644.3K
% of portfolio
0.1%
Quarters held
12
Since Q1 2023
Holdings of WDS by Naviter Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202633,349$644.3K0.1%+6,657+24.9%AddedHolders
Q1 202626,692$637.4K0.1%+2,133+8.7%AddedHolders
Q4 202524,559$382.9K<0.1%−1,742−6.6%ReducedHolders
Q3 202526,301$395.8K<0.1%+2,595+10.9%AddedHolders
Q2 202523,706$365.8K<0.1%+23,706NewHolders
Q4 20240$00.0%−44,704−100.0%Sold outHolders
Q3 202444,704$801.1K0.1%+960+2.2%AddedHolders
Q2 202443,744$822.8K0.1%+1,797+4.3%AddedHolders
Q1 202441,947$861.4K0.1%+17,784+73.6%AddedHolders
Q4 202324,163$509.6K0.1%−5,615−18.9%ReducedHolders
Q3 202329,778$694.1K0.2%+2,010+7.2%AddedHolders
Q2 202327,768$643.9K0.2%+3,320+13.6%AddedHolders
Q1 202324,448$548.4K0.2%+24,448NewHolders