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NAPA WEALTH MANAGEMENT: LQDW position timeline

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

NAPA WEALTH MANAGEMENT held 63,511 LQDW 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 63,511 shares
    Change vs previous 13F +14,728 shares

    0.75% of the 13F portfolio, value $1,604,923.

    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 48,783 shares
    Change vs previous 13F -3,437 shares

    0.6% of the 13F portfolio, value $1,244,942.

    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 52,220 shares
    Change vs previous 13F +4,908 shares

    0.77% of the 13F portfolio, value $1,372,812.

    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 47,312 shares
    Change vs previous 13F +10,711 shares

    0.54% of the 13F portfolio, value $1,242,886.

    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 36,601 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,039,468.

    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).