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Disclosery

NAPA WEALTH MANAGEMENT: IJR position timeline

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

NAPA WEALTH MANAGEMENT held 0 IJR shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -14,255 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 14,255 shares
    Change vs previous 13F +3,926 shares

    0.71% of the 13F portfolio, value $1,642,485.

    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).

  3. period ended2024-09-30
    13F 10,329 shares
    Change vs previous 13F +4,137 shares

    0.57% of the 13F portfolio, value $1,208,024.

    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).

  4. period ended2024-06-30
    13F 6,192 shares
    Change vs previous 13F -30 shares

    0.45% of the 13F portfolio, value $660,462.

    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).

  5. period ended2024-03-31
    13F 6,222 shares
    Change vs previous 13F -352 shares

    0.36% of the 13F portfolio, value $687,659.

    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).

  6. period ended2023-12-31
    13F 6,574 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $711,623.

    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).