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NAPA WEALTH MANAGEMENT: VFLO position timeline

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

NAPA WEALTH MANAGEMENT held 25,919 VFLO 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 25,919 shares
    Change vs previous 13F -14,285 shares

    0.46% of the 13F portfolio, value $971,963.

    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 40,204 shares
    Change vs previous 13F -39,194 shares

    0.68% of the 13F portfolio, value $1,421,211.

    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 79,398 shares
    Change vs previous 13F +34,575 shares

    1.53% of the 13F portfolio, value $2,721,763.

    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 44,823 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,528,016.

    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).