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STAPP WEALTH MANAGEMENT, PLLC: DTAN position timeline

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

STAPP WEALTH MANAGEMENT, PLLC held 37,846 DTAN 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 37,846 shares
    Change vs previous 13F +929 shares

    1.56% of the 13F portfolio, value $1,191,339.

    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 36,917 shares
    Change vs previous 13F +809 shares

    1.42% of the 13F portfolio, value $1,114,956.

    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 36,108 shares
    Change vs previous 13F -488 shares

    1.45% of the 13F portfolio, value $1,128,707.

    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 36,596 shares
    Change vs previous 13F +425 shares

    1.47% of the 13F portfolio, value $1,095,666.

    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 36,171 shares
    Change vs previous 13F +37 shares

    1.5% of the 13F portfolio, value $1,045,277.

    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 36,134 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $952,131.

    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).