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NAPA WEALTH MANAGEMENT: CRDT position timeline

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

NAPA WEALTH MANAGEMENT held 20,915 CRDT 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 20,915 shares
    Change vs previous 13F +1,943 shares

    0.23% of the 13F portfolio, value $494,849.

    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 18,972 shares
    Change vs previous 13F -866 shares

    0.22% of the 13F portfolio, value $453,334.

    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 19,838 shares
    Change vs previous 13F -2,483 shares

    0.29% of the 13F portfolio, value $506,464.

    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 22,321 shares
    Change vs previous 13F +6,248 shares

    0.24% of the 13F portfolio, value $560,257.

    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 16,073 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $407,129.

    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).