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NAPA WEALTH MANAGEMENT: QQQM position timeline

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

NAPA WEALTH MANAGEMENT held 35,851 QQQM 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 35,851 shares
    Change vs previous 13F +11,417 shares

    4.15% of the 13F portfolio, value $8,859,381.

    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 24,434 shares
    Change vs previous 13F +9,468 shares

    2.65% of the 13F portfolio, value $5,548,996.

    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 14,966 shares
    Change vs previous 13F -21,791 shares

    1.63% of the 13F portfolio, value $2,888,821.

    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 36,757 shares
    Change vs previous 13F +29,655 shares

    3.34% of the 13F portfolio, value $7,735,424.

    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 7,102 shares
    Change vs previous 13F +2,249 shares

    0.68% of the 13F portfolio, value $1,426,460.

    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 4,853 shares
    Change vs previous 13F +56 shares

    0.65% of the 13F portfolio, value $956,498.

    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 4,797 shares
    Change vs previous 13F -1,595 shares

    0.46% of the 13F portfolio, value $876,383.

    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 6,392 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,077,231.

    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).