Skip to content
Disclosery

NAPA WEALTH MANAGEMENT: PFIX position timeline

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

NAPA WEALTH MANAGEMENT held 10,415 PFIX 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 10,415 shares
    Change vs previous 13F +1,394 shares

    0.24% of the 13F portfolio, value $501,691.

    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 9,021 shares
    Change vs previous 13F -2,068 shares

    0.23% of the 13F portfolio, value $476,670.

    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 11,089 shares
    Change vs previous 13F -700 shares

    0.3% of the 13F portfolio, value $537,373.

    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 11,789 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $617,036.

    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).