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NAPA WEALTH MANAGEMENT: XBFZX position timeline

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

NAPA WEALTH MANAGEMENT held 11,391 XBFZX 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 11,391 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $124,731.

    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 11,391 shares
    Change vs previous 13F -1,480 shares

    0.06% of the 13F portfolio, value $123,137.

    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 12,871 shares
    Change vs previous 13F -787 shares

    0.08% of the 13F portfolio, value $141,324.

    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 13,658 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $152,970.

    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 13,658 shares
    Change vs previous 13F -1,500 shares

    0.08% of the 13F portfolio, value $165,125.

    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 15,158 shares
    Change vs previous 13F -16,456 shares

    0.12% of the 13F portfolio, value $181,441.

    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 31,614 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $373,677.

    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 31,614 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $380,316.

    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).