0001855567-22-000002.txt : 20220203 0001855567-22-000002.hdr.sgml : 20220203 20220203083247 ACCESSION NUMBER: 0001855567-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220203 DATE AS OF CHANGE: 20220203 EFFECTIVENESS DATE: 20220203 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Naviter Wealth, LLC CENTRAL INDEX KEY: 0001855567 IRS NUMBER: 854162844 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21579 FILM NUMBER: 22586667 BUSINESS ADDRESS: STREET 1: 1 INFORMATION WAY STREET 2: SUITE 100 CITY: LITTLE ROCK STATE: AR ZIP: 72202 BUSINESS PHONE: 501-333-9800 MAIL ADDRESS: STREET 1: 1 INFORMATION WAY STREET 2: SUITE 100 CITY: LITTLE ROCK STATE: AR ZIP: 72202 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001855567 XXXXXXXX 12-31-2021 12-31-2021 Naviter Wealth, LLC

1 INFORMATION WAY SUITE 100 LITTLE ROCK AR 72202

13F HOLDINGS REPORT 028-21579 N DANIEL RUSSELL (501) 333-9800 DANIEL RUSSELL LITTLE ROCK AR 02-03-2022 0 98 334586 false INFORMATION TABLE 2 13F_Naviter_20211231Q4.xml ABBOTT LABS COM 002824100 3916 27821 SH SOLE 27447 0 374 AGREE RLTY CORP COM 008492100 235 3289 SH SOLE 3242 0 47 ALEXANDRIA REAL ESTATE EQ IN COM 015271109 562 2506 SH SOLE 2473 0 33 ALIGN TECHNOLOGY INC COM 016255101 5520 8399 SH SOLE 8284 0 115 AMPHENOL CORP NEW CL A 032095101 4991 56936 SH SOLE 56227 0 709 APPLE INC COM 037833100 815 4591 SH SOLE 4591 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 222 741 SH SOLE 741 0 0 BOSTON PROPERTIES INC COM 101121101 501 4317 SH SOLE 4255 0 62 BROOKLYN IMMUNOTHERAPEUTICS COM 114082100 6487 1555636 SH SOLE 1555636 0 0 CAMDEN PPTY TR SH BEN INT 133131102 797 4441 SH SOLE 4380 0 61 CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 1224 33040 SH SOLE 33040 0 0 CUBESMART COM 229663109 373 6502 SH SOLE 6434 0 68 DTE ENERGY CO COM 233331107 2843 23611 SH SOLE 23307 0 304 DANAHER 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