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NAPA WEALTH MANAGEMENT: JAAA position timeline

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

NAPA WEALTH MANAGEMENT held 13,634 JAAA 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 13,634 shares
    Change vs previous 13F +22 shares

    0.32% of the 13F portfolio, value $692,335.

    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 13,612 shares
    Change vs previous 13F -556 shares

    0.33% of the 13F portfolio, value $690,809.

    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 14,168 shares
    Change vs previous 13F +1,529 shares

    0.4% of the 13F portfolio, value $718,459.

    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 12,639 shares
    Change vs previous 13F +4,066 shares

    0.28% of the 13F portfolio, value $640,924.

    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 8,573 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $436,194.

    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).