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NAPA WEALTH MANAGEMENT: CEV position timeline

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

NAPA WEALTH MANAGEMENT held 16,108 CEV 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 16,108 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $162,369.

    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 16,108 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $156,006.

    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 16,108 shares
    Change vs previous 13F -2,385 shares

    0.09% of the 13F portfolio, value $161,402.

    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 18,493 shares
    Change vs previous 13F -19 shares

    0.08% of the 13F portfolio, value $185,670.

    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 18,512 shares
    Change vs previous 13F -6,617 shares

    0.1% of the 13F portfolio, value $201,225.

    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 25,129 shares
    Change vs previous 13F -38,205 shares

    0.18% of the 13F portfolio, value $273,404.

    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 63,334 shares
    Change vs previous 13F -1,000 shares

    0.35% of the 13F portfolio, value $671,974.

    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 64,334 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $665,214.

    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).