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Disclosery

NAPA WEALTH MANAGEMENT: IVE position timeline

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

NAPA WEALTH MANAGEMENT held 0 IVE shares at 2024-06-30 per its 13F-HR filed 2024-08-14.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 0 shares
    Change vs previous 13F -4,733 shares

    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).

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

  2. period ended2024-03-31
    13F 4,733 shares
    Change vs previous 13F -7,168 shares

    0.47% of the 13F portfolio, value $884,169.

    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).

  3. period ended2023-12-31
    13F 11,901 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,069,396.

    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).