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STAPP WEALTH MANAGEMENT, PLLC: XLF position timeline

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

STAPP WEALTH MANAGEMENT, PLLC held 32,955 XLF 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 32,955 shares
    Change vs previous 13F -186 shares

    2.31% of the 13F portfolio, value $1,766,695.

    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 33,141 shares
    Change vs previous 13F +20 shares

    2.09% of the 13F portfolio, value $1,636,171.

    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 33,121 shares
    Change vs previous 13F +220 shares

    2.34% of the 13F portfolio, value $1,814,037.

    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 32,901 shares
    Change vs previous 13F +207 shares

    2.38% of the 13F portfolio, value $1,772,377.

    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 32,694 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $1,712,185.

    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).