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NAPA WEALTH MANAGEMENT: AIQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NAPA WEALTH MANAGEMENT on AIQ, newest first. How the timeline and the estimate are built.

NAPA WEALTH MANAGEMENT held 31,332 AIQ shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 31,332 shares
    Change vs previous 13F +2,474 shares

    0.73% of the 13F portfolio, value $1,547,507.

    13F-HR 0001172661-25-004716 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 28,858 shares
    Change vs previous 13F -3,850 shares

    0.6% of the 13F portfolio, value $1,260,784.

    13F-HR 0001172661-25-003431 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 32,708 shares
    Change vs previous 13F -1,410 shares

    0.67% of the 13F portfolio, value $1,189,929.

    13F-HR 0001172661-25-001900 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 34,118 shares
    Change vs previous 13F -640 shares

    0.57% of the 13F portfolio, value $1,318,331.

    13F-HR 0001172661-25-001047 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 34,758 shares
    Change vs previous 13F -149 shares

    0.61% of the 13F portfolio, value $1,291,966.

    13F-HR 0001172661-24-004513 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 34,907 shares
    Change vs previous 13F -740 shares

    0.84% of the 13F portfolio, value $1,243,750.

    13F-HR 0001172661-24-003496 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 35,647 shares
    Change vs previous 13F -497 shares

    0.64% of the 13F portfolio, value $1,210,585.

    13F-HR 0001172661-24-003494 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 36,144 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,126,966.

    13F-HR 0001172661-24-001665 filed by NAPA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).