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NAPA WEALTH MANAGEMENT: SPTL position timeline

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

NAPA WEALTH MANAGEMENT held 7,440 SPTL 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 7,440 shares
    Change vs previous 13F -778 shares

    0.09% of the 13F portfolio, value $200,496.

    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 8,218 shares
    Change vs previous 13F -8,293 shares

    0.1% of the 13F portfolio, value $218,447.

    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 16,511 shares
    Change vs previous 13F -8,801 shares

    0.25% of the 13F portfolio, value $450,079.

    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 25,312 shares
    Change vs previous 13F -41,659 shares

    0.29% of the 13F portfolio, value $662,913.

    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 66,971 shares
    Change vs previous 13F +20,569 shares

    0.92% of the 13F portfolio, value $1,946,861.

    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 46,402 shares
    Change vs previous 13F +36,238 shares

    0.85% of the 13F portfolio, value $1,263,053.

    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 10,164 shares
    Change vs previous 13F -42,008 shares

    0.15% of the 13F portfolio, value $283,968.

    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 52,172 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,514,036.

    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).