Napa Wealth Management

CIK: 0001602844 | Napa, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2025	13F-HR	148	$213.4M	2025-11-12	SEC ↗
Q2 2025	13F-HR	132	$209.1M	2025-08-14	SEC ↗
Q1 2025	13F-HR	159	$177.7M	2025-05-14	SEC ↗
Q4 2024	13F-HR	170	$231.3M	2025-02-14	SEC ↗
Q3 2024	13F-HR	156	$211.3M	2024-11-07	SEC ↗
Q2 2024	13F-HR	115	$148.2M	2024-08-14	SEC ↗
Q1 2024	13F-HR	71	$189.9M	2024-08-14	SEC ↗
Q4 2023	13F-HR	109	$184.3M	2024-02-22	SEC ↗