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NAPA WEALTH MANAGEMENT: AIS position timeline

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

NAPA WEALTH MANAGEMENT held 15,017 AIS 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 15,017 shares
    Change vs previous 13F -18,380 shares

    0.25% of the 13F portfolio, value $527,501.

    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 33,397 shares
    Change vs previous 13F -68,436 shares

    0.45% of the 13F portfolio, value $939,291.

    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 101,833 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $2,193,208.

    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).