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NAPA WEALTH MANAGEMENT: QDTE position timeline

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

NAPA WEALTH MANAGEMENT held 74,623 QDTE 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 74,623 shares
    Change vs previous 13F +1,081 shares

    1.25% of the 13F portfolio, value $2,656,579.

    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 73,542 shares
    Change vs previous 13F +3,504 shares

    1.25% of the 13F portfolio, value $2,610,741.

    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 70,038 shares
    Change vs previous 13F +40,313 shares

    1.37% of the 13F portfolio, value $2,428,918.

    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 29,725 shares
    Change vs previous 13F +10,041 shares

    0.51% of the 13F portfolio, value $1,189,594.

    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 19,684 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $839,916.

    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).