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NAPA WEALTH MANAGEMENT: USFR position timeline

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

NAPA WEALTH MANAGEMENT held 49,357 USFR 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 49,357 shares
    Change vs previous 13F -126,097 shares

    1.16% of the 13F portfolio, value $2,481,194.

    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 175,454 shares
    Change vs previous 13F +144,847 shares

    4.22% of the 13F portfolio, value $8,827,115.

    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 30,607 shares
    Change vs previous 13F -3,130 shares

    0.87% of the 13F portfolio, value $1,540,431.

    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 33,737 shares
    Change vs previous 13F -10,172 shares

    0.73% of the 13F portfolio, value $1,697,651.

    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 43,909 shares
    Change vs previous 13F -399,752 shares

    1.04% of the 13F portfolio, value $2,205,120.

    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 443,661 shares
    Change vs previous 13F -664,222 shares

    15.07% of the 13F portfolio, value $22,320,563.

    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 1,107,883 shares
    Change vs previous 13F +612,796 shares

    29.34% of the 13F portfolio, value $55,715,446.

    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 495,087 shares
    Change vs previous 13F not available

    13.5% of the 13F portfolio, value $24,873,161.

    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).