Skip to content
Disclosery

STAPP WEALTH MANAGEMENT, PLLC: XLC position timeline

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

STAPP WEALTH MANAGEMENT, PLLC held 13,575 XLC 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 13,575 shares
    Change vs previous 13F +13,575 shares

    1.9% of the 13F portfolio, value $1,454,290.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -17,306 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 17,306 shares
    Change vs previous 13F -51 shares

    2.75% of the 13F portfolio, value $2,048,511.

    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).

  4. period ended2025-06-30
    13F 17,357 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $1,883,755.

    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).