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NAPA WEALTH MANAGEMENT: PWRD position timeline

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

NAPA WEALTH MANAGEMENT held 10,230 PWRD 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 10,230 shares
    Change vs previous 13F +1,358 shares

    0.47% of the 13F portfolio, value $999,378.

    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 8,872 shares
    Change vs previous 13F +2,510 shares

    0.38% of the 13F portfolio, value $799,988.

    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 6,362 shares
    Change vs previous 13F -670 shares

    0.25% of the 13F portfolio, value $443,723.

    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 7,032 shares
    Change vs previous 13F +275 shares

    0.22% of the 13F portfolio, value $510,312.

    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 6,757 shares
    Change vs previous 13F +200 shares

    0.24% of the 13F portfolio, value $499,539.

    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 6,557 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $447,253.

    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).