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NAPA WEALTH MANAGEMENT: CEFS position timeline

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

NAPA WEALTH MANAGEMENT held 30,485 CEFS 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 30,485 shares
    Change vs previous 13F +65 shares

    0.33% of the 13F portfolio, value $694,143.

    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 30,420 shares
    Change vs previous 13F -22,964 shares

    0.32% of the 13F portfolio, value $676,541.

    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 53,384 shares
    Change vs previous 13F -3,012 shares

    0.64% of the 13F portfolio, value $1,138,681.

    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 56,396 shares
    Change vs previous 13F +12,907 shares

    0.52% of the 13F portfolio, value $1,208,002.

    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 43,489 shares
    Change vs previous 13F +11,138 shares

    0.46% of the 13F portfolio, value $967,630.

    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 32,351 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $688,753.

    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).