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STAPP WEALTH MANAGEMENT, PLLC: CLIP position timeline

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

STAPP WEALTH MANAGEMENT, PLLC held 21,787 CLIP shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,787 shares
    Change vs previous 13F -42,914 shares

    2.86% of the 13F portfolio, value $2,186,108.

    13F-HR 0001954085-26-000003 filed by STAPP WEALTH MANAGEMENT, PLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 64,701 shares
    Change vs previous 13F -44,222 shares

    8.29% of the 13F portfolio, value $6,493,392.

    13F-HR 0001954085-26-000002 filed by STAPP WEALTH MANAGEMENT, PLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 108,923 shares
    Change vs previous 13F +2,958 shares

    14.04% of the 13F portfolio, value $10,904,282.

    13F-HR 0001954085-26-000001 filed by STAPP WEALTH MANAGEMENT, PLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 105,965 shares
    Change vs previous 13F -15,194 shares

    14.29% of the 13F portfolio, value $10,641,005.

    13F-HR 0001954085-25-000005 filed by STAPP WEALTH MANAGEMENT, PLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 121,159 shares
    Change vs previous 13F +20,263 shares

    17.51% of the 13F portfolio, value $12,166,787.

    13F-HR 0001954085-25-000003 filed by STAPP WEALTH MANAGEMENT, PLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 100,896 shares
    Change vs previous 13F not available

    15.61% of the 13F portfolio, value $10,133,994.

    13F-HR 0001954085-25-000002 filed by STAPP WEALTH MANAGEMENT, PLLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).