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NAPA WEALTH MANAGEMENT: SVOL position timeline

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

NAPA WEALTH MANAGEMENT held 39,025 SVOL 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 39,025 shares
    Change vs previous 13F +218 shares

    0.33% of the 13F portfolio, value $702,450.

    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 38,807 shares
    Change vs previous 13F +962 shares

    0.34% of the 13F portfolio, value $713,661.

    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 37,845 shares
    Change vs previous 13F +3,352 shares

    0.39% of the 13F portfolio, value $688,022.

    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 34,493 shares
    Change vs previous 13F +9,212 shares

    0.31% of the 13F portfolio, value $717,109.

    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 25,281 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $555,171.

    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).