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STAPP WEALTH MANAGEMENT, PLLC: XLB position timeline

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

STAPP WEALTH MANAGEMENT, PLLC held 34,637 XLB 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 34,637 shares
    Change vs previous 13F +116 shares

    2.3% of the 13F portfolio, value $1,760,579.

    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 34,521 shares
    Change vs previous 13F -11,583 shares

    2.2% of the 13F portfolio, value $1,725,014.

    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 46,104 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $2,090,816.

    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).