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NAPA WEALTH MANAGEMENT: SPYM position timeline

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

NAPA WEALTH MANAGEMENT held 49,126 SPYM 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 49,126 shares
    Change vs previous 13F -45 shares

    1.8% of the 13F portfolio, value $3,848,497.

    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 49,171 shares
    Change vs previous 13F -1,212 shares

    1.71% of the 13F portfolio, value $3,574,241.

    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 50,383 shares
    Change vs previous 13F -1,778 shares

    1.86% of the 13F portfolio, value $3,313,200.

    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 52,161 shares
    Change vs previous 13F +11,341 shares

    1.55% of the 13F portfolio, value $3,595,992.

    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 40,820 shares
    Change vs previous 13F +425 shares

    1.3% of the 13F portfolio, value $2,755,781.

    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 40,395 shares
    Change vs previous 13F -172 shares

    1.75% of the 13F portfolio, value $2,585,311.

    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 40,567 shares
    Change vs previous 13F -8,660 shares

    1.31% of the 13F portfolio, value $2,496,114.

    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 49,227 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $2,751,814.

    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).