SNPE β€” DBX ETF TR

Ownership history in RF&L WEALTH MANAGEMENT, LLC  Β·  9 quarters on record

AI Ownership Summary

RF&L WEALTH MANAGEMENT, LLC reported DBX ETF TR (SNPE) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.18% in 2024 Q2. The latest visible filing shows SNPE at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SNPE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RF&L WEALTH MANAGEMENT, LLC's position in DBX ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SNPE was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How RF&L WEALTH MANAGEMENT, LLC held SNPE β€” position size vs. price
% of Fund (quarterly)    SNPE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 4,697 β€” 0% 0.16% $293K 2026-02-14 (Est.) $62.56
2025 Q3 UNCHANGED 4,697 β€” 0% 0.17% $282K 2025-10-08 $60.36
2025 Q2 UNCHANGED 4,697 β€” 0% 0.17% $260K 2025-07-07 $55.06
2025 Q1 UNCHANGED 4,697 β€” 0% 0.17% $237K 2025-04-21 $45.69
2024 Q4 UNCHANGED 4,697 β€” 0% 0.18% $250K 2025-01-15 $53.14
2024 Q3 UNCHANGED 4,697 β€” 0% 0.17% $247K 2024-10-16 $52.49
2024 Q2 UNCHANGED 4,697 β€” 0% 0.18% $235K 2024-07-19 $49.77
2024 Q1 UNCHANGED 4,697 β€” 0% 0.17% $225K 2024-04-30 $45.06
2023 Q4 INITIATED 4,697 β€” β€” 0.17% $205K 2024-02-14 $44.42

🏒 Other funds also holding SNPE

As of 2026 Q1 β€” sorted by position size

MJT & Associates Financial Advisory Group, Inc. 0.09% Noble Wealth Management PBC 0.01%

FAQ About RF&L WEALTH MANAGEMENT, LLC and SNPE

These are the practical questions this page is built to answer before you even open the full history table.

How long has RF&L WEALTH MANAGEMENT, LLC reported owning SNPE?

RF&L WEALTH MANAGEMENT, LLC reported SNPE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SNPE position in RF&L WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for SNPE was 0.18% in 2024 Q2.

What is the latest reported SNPE position on this page?

The most recent filing on this page is 2025 Q4, when RF&L WEALTH MANAGEMENT, LLC reported 4,697 shares, equal to 0.16% of portfolio, with an estimated market value of $293K.

What does the chart on this SNPE ownership page compare?

The chart compares RF&L WEALTH MANAGEMENT, LLC's quarterly SNPE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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