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NAPA WEALTH MANAGEMENT: XDTE position timeline

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

NAPA WEALTH MANAGEMENT held 57,389 XDTE 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 57,389 shares
    Change vs previous 13F +1,437 shares

    1.19% of the 13F portfolio, value $2,538,602.

    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 55,952 shares
    Change vs previous 13F +2,904 shares

    1.18% of the 13F portfolio, value $2,473,078.

    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 53,048 shares
    Change vs previous 13F +28,633 shares

    1.35% of the 13F portfolio, value $2,396,709.

    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 24,415 shares
    Change vs previous 13F +7,601 shares

    0.53% of the 13F portfolio, value $1,224,656.

    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 16,814 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $886,602.

    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).