Skip to content
Disclosery

NAPA WEALTH MANAGEMENT: CTA position timeline

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

NAPA WEALTH MANAGEMENT held 210,055 CTA 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 210,055 shares
    Change vs previous 13F -53,473 shares

    2.75% of the 13F portfolio, value $5,875,238.

    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 263,528 shares
    Change vs previous 13F -18,778 shares

    3.37% of the 13F portfolio, value $7,046,739.

    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 282,306 shares
    Change vs previous 13F +244,939 shares

    4.7% of the 13F portfolio, value $8,356,258.

    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 37,367 shares
    Change vs previous 13F -7,279 shares

    0.45% of the 13F portfolio, value $1,042,166.

    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 44,646 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,160,796.

    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).