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NAPA WEALTH MANAGEMENT: SDCI position timeline

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

NAPA WEALTH MANAGEMENT held 176,636 SDCI 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 176,636 shares
    Change vs previous 13F +23,772 shares

    1.9% of the 13F portfolio, value $4,062,628.

    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 152,864 shares
    Change vs previous 13F +128,765 shares

    1.58% of the 13F portfolio, value $3,309,506.

    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 24,099 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $511,381.

    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).