Navigation Group, LLC
All 13F Filings
- Location
- Redwood City, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 501,369
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/28/2026 | 123 | 501,369 | 13F-HR | Navigation Group, LLC |
| Q2 2026 | 7/29/2026 | 121 | 514,072 | 13F-HR | Navigation Group, LLC |
| Q1 2026 | 5/5/2026 | 113 | 427,272 | 13F-HR | Navigation Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 117.2 K | 23.4% | 0 | 8.575 K | -8.575 K |
| ETFs | 384.2 K | 76.6% | 0 | 4.134 K | -4.134 K |
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Fund Snapshot
Q3 2026
Latest filed
10/28/2026
Total value ($000)
501,369
Holdings
123
QoQ value change ($000)
-12,703
(-2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.