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NAPA WEALTH MANAGEMENT: AOR position timeline

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

NAPA WEALTH MANAGEMENT held 10,029 AOR 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 10,029 shares
    Change vs previous 13F +352 shares

    0.3% of the 13F portfolio, value $645,659.

    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 9,677 shares
    Change vs previous 13F +397 shares

    0.28% of the 13F portfolio, value $595,790.

    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 9,280 shares
    Change vs previous 13F -457 shares

    0.3% of the 13F portfolio, value $534,223.

    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 9,737 shares
    Change vs previous 13F -3,193 shares

    0.24% of the 13F portfolio, value $557,387.

    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 12,930 shares
    Change vs previous 13F +461 shares

    0.36% of the 13F portfolio, value $764,128.

    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 12,469 shares
    Change vs previous 13F +4,492 shares

    0.47% of the 13F portfolio, value $702,046.

    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 7,977 shares
    Change vs previous 13F -35,950 shares

    0.23% of the 13F portfolio, value $444,093.

    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 43,927 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,336,494.

    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).