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NAPA WEALTH MANAGEMENT: CLOZ position timeline

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

NAPA WEALTH MANAGEMENT held 18,085 CLOZ 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 18,085 shares
    Change vs previous 13F +399 shares

    0.23% of the 13F portfolio, value $485,040.

    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 17,686 shares
    Change vs previous 13F -980 shares

    0.23% of the 13F portfolio, value $472,924.

    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 18,666 shares
    Change vs previous 13F -1,308 shares

    0.28% of the 13F portfolio, value $495,956.

    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 19,974 shares
    Change vs previous 13F +4,481 shares

    0.23% of the 13F portfolio, value $538,299.

    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 15,493 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $416,452.

    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).