Navis Wealth Advisors, LLC USCI UNITED STS COMMODITY INDEX F

Ownership history in Navis Wealth Advisors, LLC  ·  3 quarters on record

AI Ownership Summary

Navis Wealth Advisors, LLC reported UNITED STS COMMODITY INDEX F (USCI) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.2% in 2026 Q1. The latest visible filing shows USCI at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this USCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Navis Wealth Advisors, LLC's position in UNITED STS COMMODITY INDEX F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

USCI was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Navis Wealth Advisors, LLC held USCI — position size vs. price
% of Fund (quarterly)    USCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 4,184 0% 0.20% $399K 2026-05-15 $101.18
2025 Q4 ADDED 4,184 +823 +24.5% 0.14% $325K 2026-02-13 $80.78
2025 Q3 INITIATED 3,361 0.20% $262K 2025-11-14 $78.51

FAQ About Navis Wealth Advisors, LLC and USCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Navis Wealth Advisors, LLC reported owning USCI?

Navis Wealth Advisors, LLC reported USCI across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported USCI position in Navis Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for USCI was 0.20% in 2026 Q1.

What is the latest reported USCI position on this page?

The most recent filing on this page is 2026 Q1, when Navis Wealth Advisors, LLC reported 4,184 shares, equal to 0.20% of portfolio, with an estimated market value of $399K.

What does the chart on this USCI ownership page compare?

The chart compares Navis Wealth Advisors, LLC's quarterly USCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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