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Disclosery

NAPA WEALTH MANAGEMENT: PM position timeline

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

NAPA WEALTH MANAGEMENT held 1,512 PM 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 1,512 shares
    Change vs previous 13F -13,954 shares

    0.11% of the 13F portfolio, value $245,246.

    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 15,466 shares
    Change vs previous 13F +13,954 shares

    1.35% of the 13F portfolio, value $2,816,823.

    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 1,512 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $240,000.

    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).