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Disclosery

NAPA WEALTH MANAGEMENT: ARE position timeline

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

NAPA WEALTH MANAGEMENT held 3,205 ARE 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 3,205 shares
    Change vs previous 13F +3,205 shares

    0.13% of the 13F portfolio, value $267,096.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,537 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-09-30
    13F 2,537 shares
    Change vs previous 13F +408 shares

    0.14% of the 13F portfolio, value $301,264.

    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).

  4. period ended2024-06-30
    13F 2,129 shares
    Change vs previous 13F -423 shares

    0.17% of the 13F portfolio, value $249,021.

    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).

  5. period ended2024-03-31
    13F 2,552 shares
    Change vs previous 13F -70 shares

    0.17% of the 13F portfolio, value $329,039.

    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).

  6. period ended2023-12-31
    13F 2,622 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $332,447.

    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).