13F Filings History of Navigation Group, LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • Navigation Group, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • Navigation Group, LLC reported 121 equity holdings with a total reported market value of $514,072,409 for Q2 2026. Top reported holdings included SPYG, VTI, SMH, SPYV, and PULS.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Carlo Panaccione - Founder, CEO
Manager location
Redwood City, CA

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q2 2026
Latest value
$514,072,409
Quarter delta
+$86,800,047
Accepted
29 Jul 2026, 16:51
Rows shown
1-2 of 2
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q2 2026 121 $514,072,409 +$25,797,598 -$6,732,529 +$19,065,069 SPYG, VTI, SMH, SPYV, PULS 13F-HR 29 Jul 2026, 16:51
Q1 2026 113 $427,272,362 $0 $0 $0 SPYG, VTI, SPYV, PULS, SMH 13F-HR 05 May 2026, 17:03
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