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STAPP WEALTH MANAGEMENT, PLLC: SGOL position timeline

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

STAPP WEALTH MANAGEMENT, PLLC held 24,869 SGOL 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 24,869 shares
    Change vs previous 13F -185 shares

    1.24% of the 13F portfolio, value $950,742.

    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 25,054 shares
    Change vs previous 13F -4,722 shares

    1.43% of the 13F portfolio, value $1,117,909.

    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 29,776 shares
    Change vs previous 13F -11,018 shares

    1.58% of the 13F portfolio, value $1,223,198.

    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 40,794 shares
    Change vs previous 13F -2,334 shares

    2.02% of the 13F portfolio, value $1,501,627.

    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 43,128 shares
    Change vs previous 13F -177,215 shares

    1.96% of the 13F portfolio, value $1,360,257.

    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 220,343 shares
    Change vs previous 13F -10,021 shares

    10.12% of the 13F portfolio, value $6,570,628.

    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).

  7. period ended2024-12-31
    13F 230,364 shares
    Change vs previous 13F -48 shares

    9% of the 13F portfolio, value $5,770,618.

    13F-HR 0001954085-25-000001 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).

  8. period ended2024-09-30
    13F 230,412 shares
    Change vs previous 13F not available

    9.35% of the 13F portfolio, value $5,790,254.

    13F-HR 0001954085-24-000004 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).