Navis Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Navis Wealth Advisors going back to March 4, 2021
- Navis Wealth Advisors 2025 Q3 - filed Nov. 14, 2025 - new!
- Navis Wealth Advisors 2025 Q2 - filed Aug. 13, 2025
- Navis Wealth Advisors 2025 Q1 - filed April 23, 2025
- Navis Wealth Advisors 2024 Q4 - filed Jan. 21, 2025
- Navis Wealth Advisors 2024 Q3 - filed Oct. 24, 2024
- Navis Wealth Advisors 2024 Q2 - filed Aug. 2, 2024
- Navis Wealth Advisors 2024 Q1 - filed April 29, 2024
- Navis Wealth Advisors 2023 Q4 - filed Feb. 5, 2024
- Navis Wealth Advisors 2023 Q3 - filed Oct. 30, 2023
- Navis Wealth Advisors 2023 Q2 - filed July 13, 2023
- Navis Wealth Advisors 2023 Q1 - filed May 12, 2023
- Navis Wealth Advisors 2022 Q4 - filed Jan. 25, 2023
- Navis Wealth Advisors 2022 Q3 - filed Oct. 27, 2022
- Navis Wealth Advisors 2022 Q2 - filed Aug. 9, 2022
- Navis Wealth Advisors 2022 Q1 - filed May 13, 2022
- Navis Wealth Advisors 2021 Q4 - filed Feb. 11, 2022
- Navis Wealth Advisors 2021 Q3 - filed Nov. 16, 2021
- Navis Wealth Advisors 2021 Q2 - filed Aug. 16, 2021
- Navis Wealth Advisors 2021 Q1 - filed May 18, 2021
- Navis Wealth Advisors 2020 Q4 - filed March 4, 2021