NAPA WEALTH MANAGEMENT SEC EDGAR Filings (CIK 0001602844)

SEC EDGAR filings, ownership reports, and insider transactions for NAPA WEALTH MANAGEMENT.

Business address
1836 Second Street, Napa, CA, 94559
Top securities (13F)
PWS, QQQM, BOXX, ADPV, HFEQ, PTBD, HFGM, SPMO, CTA, IAUM, TIP, BDGS, TRND, NVDA, BTRN, IVV, SDCI, SPLG, TLTW, and HFND
State of incorporation
CA
Fiscal year end
31 December
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NAPA WEALTH MANAGEMENT has filed 10 SEC EDGAR filings since 22 Feb 2024

Latest Filings

Recent SEC filings for NAPA WEALTH MANAGEMENT including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2025 30 Sep 2025 028-23987
N-PX Open N-PX document View SEC filing for N-PX 27 Aug 2025 30 Jun 2025 028-23987
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2025 30 Jun 2025 028-23987
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2025 31 Mar 2025 028-23987
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2025 31 Dec 2024 028-23987
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Nov 2024 30 Sep 2024 028-23987
N-PX Open N-PX document View SEC filing for N-PX 30 Aug 2024 30 Jun 2024 028-23987
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2024 30 Jun 2024 028-23987
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2024 31 Mar 2024 028-23987
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Feb 2024 31 Dec 2023 028-23987

About this filer

NAPA WEALTH MANAGEMENT files with the SEC under CIK 0001602844. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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