Skip to content
Disclosery

NAPA WEALTH MANAGEMENT: BIZD position timeline

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

NAPA WEALTH MANAGEMENT held 42,313 BIZD 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 42,313 shares
    Change vs previous 13F -326 shares

    0.3% of the 13F portfolio, value $632,156.

    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 42,639 shares
    Change vs previous 13F -26,964 shares

    0.33% of the 13F portfolio, value $694,163.

    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 69,603 shares
    Change vs previous 13F -8,440 shares

    0.66% of the 13F portfolio, value $1,166,546.

    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 78,043 shares
    Change vs previous 13F +20,920 shares

    0.56% of the 13F portfolio, value $1,297,855.

    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 57,123 shares
    Change vs previous 13F +17,349 shares

    0.45% of the 13F portfolio, value $945,957.

    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 39,774 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $680,533.

    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).