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NAPA WEALTH MANAGEMENT: NVG position timeline

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

NAPA WEALTH MANAGEMENT held 16,297 NVG 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 16,297 shares
    Change vs previous 13F -267 shares

    0.09% of the 13F portfolio, value $200,290.

    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 16,564 shares
    Change vs previous 13F -50,176 shares

    0.09% of the 13F portfolio, value $197,609.

    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 66,740 shares
    Change vs previous 13F -6,931 shares

    0.47% of the 13F portfolio, value $826,241.

    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 73,671 shares
    Change vs previous 13F -12,191 shares

    0.39% of the 13F portfolio, value $903,206.

    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 85,862 shares
    Change vs previous 13F +30,472 shares

    0.54% of the 13F portfolio, value $1,149,692.

    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).

  6. period ended2024-06-30
    13F 55,390 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $690,159.

    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).