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NAPA WEALTH MANAGEMENT: PFO position timeline

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

NAPA WEALTH MANAGEMENT held 56,040 PFO 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 56,040 shares
    Change vs previous 13F +984 shares

    0.26% of the 13F portfolio, value $546,390.

    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 55,056 shares
    Change vs previous 13F -530 shares

    0.24% of the 13F portfolio, value $509,268.

    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 55,586 shares
    Change vs previous 13F -6,838 shares

    0.29% of the 13F portfolio, value $512,503.

    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 62,424 shares
    Change vs previous 13F -34,623 shares

    0.24% of the 13F portfolio, value $562,440.

    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 97,047 shares
    Change vs previous 13F +17,255 shares

    0.43% of the 13F portfolio, value $913,212.

    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 79,792 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $675,838.

    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).