SEC 13F Intelligence

Stapp Wealth Management, Pllc / GUNR

Stapp Wealth Management, Pllc’s Flexshares Tr Position

Does Stapp Wealth Management, Pllc own Flexshares Tr (GUNR)? Not currently — the last reported position was 69.9K shares worth $3M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2023
Shares
69.9K
% of Portfolio
+4.81%
Quarters Held
6
position exited

Position History GUNR

Reported value by quarter
Q3 ’22: $2MQ3 ’22Q4 ’22: $2MQ4 ’22Q1 ’23: $3MQ1 ’23Q2 ’23: $3MQ2 ’23Q3 ’23: $3MQ3 ’23Q4 ’23: $3MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202369.9K$3M+4.81%
Q3 202371.8K$3M+5.59%
Q2 202372.0K$3M+5.71%
Q1 202371.9K$3M+4.17%
Q4 202254.8K$2M+5.71%
Q3 202255.2K$2M+6.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stapp Wealth Management, Pllc’s full portfolio or all institutional holders of GUNR.