SEC 13F Intelligence

Naviter Wealth, LLC / AFW

Naviter Wealth, LLC’s Align Technology Inc Position

Does Naviter Wealth, LLC own Align Technology Inc (AFW)? Not currently — the last reported position was 11.8K shares worth $5M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q1 2022
Shares
11.8K
% of Portfolio
+1.71%
Quarters Held
2
position exited

Position History AFW

Reported value by quarter
Q4 ’21: $6MQ4 ’21Q1 ’22: $5MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202211.8K$5M+1.71%
Q4 20218.4K$6M+1.65%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Naviter Wealth, LLC’s full portfolio or all institutional holders of AFW.