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NAPA WEALTH MANAGEMENT: PFFV position timeline

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

NAPA WEALTH MANAGEMENT held 28,423 PFFV 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 28,423 shares
    Change vs previous 13F +368 shares

    0.31% of the 13F portfolio, value $657,140.

    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 28,055 shares
    Change vs previous 13F -586 shares

    0.31% of the 13F portfolio, value $639,654.

    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 28,641 shares
    Change vs previous 13F -3,812 shares

    0.38% of the 13F portfolio, value $677,646.

    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 32,453 shares
    Change vs previous 13F -6,305 shares

    0.33% of the 13F portfolio, value $764,963.

    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 38,758 shares
    Change vs previous 13F +10,118 shares

    0.44% of the 13F portfolio, value $932,130.

    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 28,640 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $677,267.

    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).