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NAPA WEALTH MANAGEMENT: XNCMX position timeline

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

NAPA WEALTH MANAGEMENT held 55,249 XNCMX 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 55,249 shares
    Change vs previous 13F +220 shares

    0.33% of the 13F portfolio, value $700,005.

    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 55,029 shares
    Change vs previous 13F -13,033 shares

    0.31% of the 13F portfolio, value $647,691.

    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 68,062 shares
    Change vs previous 13F -5,093 shares

    0.48% of the 13F portfolio, value $856,901.

    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 73,155 shares
    Change vs previous 13F -26,043 shares

    0.4% of the 13F portfolio, value $924,679.

    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 99,198 shares
    Change vs previous 13F +29,826 shares

    0.64% of the 13F portfolio, value $1,348,101.

    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 69,372 shares
    Change vs previous 13F -29,605 shares

    0.59% of the 13F portfolio, value $867,844.

    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 98,977 shares
    Change vs previous 13F -35 shares

    0.63% of the 13F portfolio, value $1,202,571.

    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 99,012 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,142,598.

    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).