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NAPA WEALTH MANAGEMENT: PWS position timeline

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

NAPA WEALTH MANAGEMENT held 294,176 PWS 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 294,176 shares
    Change vs previous 13F +108,831 shares

    4.44% of the 13F portfolio, value $9,465,907.

    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 185,345 shares
    Change vs previous 13F +168,648 shares

    2.69% of the 13F portfolio, value $5,621,551.

    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 16,697 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $514,568.

    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).