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NAPA WEALTH MANAGEMENT: QQQ position timeline

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

NAPA WEALTH MANAGEMENT held 2,754 QQQ 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 2,754 shares
    Change vs previous 13F -11 shares

    0.77% of the 13F portfolio, value $1,653,144.

    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 2,765 shares
    Change vs previous 13F -602 shares

    0.73% of the 13F portfolio, value $1,525,560.

    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 3,367 shares
    Change vs previous 13F -163 shares

    0.89% of the 13F portfolio, value $1,578,880.

    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 3,530 shares
    Change vs previous 13F -2,786 shares

    0.78% of the 13F portfolio, value $1,804,860.

    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 6,316 shares
    Change vs previous 13F -1 shares

    1.46% of the 13F portfolio, value $3,082,701.

    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 6,317 shares
    Change vs previous 13F -24 shares

    2.04% of the 13F portfolio, value $3,026,670.

    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).

  7. period ended2024-03-31
    13F 6,341 shares
    Change vs previous 13F -275 shares

    1.48% of the 13F portfolio, value $2,815,599.

    13F-HR 0001172661-24-003494 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).

  8. period ended2023-12-31
    13F 6,616 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $2,709,436.

    13F-HR 0001172661-24-001665 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).