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Disclosery

NAPA WEALTH MANAGEMENT: NBH position timeline

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

NAPA WEALTH MANAGEMENT held 0 NBH shares at 2025-06-30 per its 13F-HR filed 2025-08-14.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -12,373 shares

    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).

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

  2. period ended2025-03-31
    13F 12,373 shares
    Change vs previous 13F -1,695 shares

    0.07% of the 13F portfolio, value $128,679.

    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).

  3. period ended2024-12-31
    13F 14,068 shares
    Change vs previous 13F -2,881 shares

    0.06% of the 13F portfolio, value $145,604.

    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).

  4. period ended2024-09-30
    13F 16,949 shares
    Change vs previous 13F -2,829 shares

    0.09% of the 13F portfolio, value $188,303.

    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).

  5. period ended2024-06-30
    13F 19,778 shares
    Change vs previous 13F -58,273 shares

    0.14% of the 13F portfolio, value $211,229.

    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).

  6. period ended2024-03-31
    13F 78,051 shares
    Change vs previous 13F -340 shares

    0.43% of the 13F portfolio, value $817,194.

    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).

  7. period ended2023-12-31
    13F 78,391 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $811,347.

    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).