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NAPA WEALTH MANAGEMENT: BILS position timeline

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

NAPA WEALTH MANAGEMENT held 2,021 BILS 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 2,021 shares
    Change vs previous 13F -78,388 shares

    0.09% of the 13F portfolio, value $201,130.

    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 80,409 shares
    Change vs previous 13F +76,784 shares

    3.82% of the 13F portfolio, value $7,995,067.

    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 3,625 shares
    Change vs previous 13F -24,749 shares

    0.2% of the 13F portfolio, value $360,651.

    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 28,374 shares
    Change vs previous 13F -34,856 shares

    1.22% of the 13F portfolio, value $2,813,282.

    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 63,230 shares
    Change vs previous 13F +15,018 shares

    2.98% of the 13F portfolio, value $6,296,443.

    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 48,212 shares
    Change vs previous 13F -429,512 shares

    3.23% of the 13F portfolio, value $4,790,826.

    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 477,724 shares
    Change vs previous 13F +286,075 shares

    25.01% of the 13F portfolio, value $47,495,320.

    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 191,649 shares
    Change vs previous 13F not available

    10.31% of the 13F portfolio, value $18,996,249.

    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).