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NAPA WEALTH MANAGEMENT: CDX position timeline

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

NAPA WEALTH MANAGEMENT held 22,418 CDX 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 22,418 shares
    Change vs previous 13F +473 shares

    0.24% of the 13F portfolio, value $513,596.

    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 21,945 shares
    Change vs previous 13F -1,235 shares

    0.24% of the 13F portfolio, value $511,757.

    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 23,180 shares
    Change vs previous 13F -2,827 shares

    0.3% of the 13F portfolio, value $531,749.

    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 26,007 shares
    Change vs previous 13F +7,783 shares

    0.25% of the 13F portfolio, value $567,213.

    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 18,224 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $432,579.

    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).