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SteelPeak Wealth, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SteelPeak Wealth, LLC on AAPL, newest first. How the timeline and the estimate are built.

SteelPeak Wealth, LLC held 952,871 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 952,871 shares
    Change vs previous 13F -55,291 shares

    7.25% of the 13F portfolio, value $275,722,697.

    13F-HR 0001801868-26-000003 filed by SteelPeak Wealth, LLC
    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 1,008,162 shares
    Change vs previous 13F +174,745 shares

    8.02% of the 13F portfolio, value $255,861,475.

    13F-HR 0001801868-26-000002 filed by SteelPeak Wealth, LLC
    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 833,417 shares
    Change vs previous 13F -29,516 shares

    7.45% of the 13F portfolio, value $226,572,706.

    13F-HR 0001801868-26-000001 filed by SteelPeak Wealth, LLC
    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 862,933 shares
    Change vs previous 13F +69,027 shares

    7.38% of the 13F portfolio, value $219,728,701.

    13F-HR 0001801868-25-000003 filed by SteelPeak Wealth, LLC
    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 793,906 shares
    Change vs previous 13F -23,780 shares

    6.35% of the 13F portfolio, value $162,885,665.

    13F-HR 0001221073-25-000064 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 817,686 shares
    Change vs previous 13F -52,607 shares

    7.73% of the 13F portfolio, value $181,632,520.

    13F-HR 0001221073-25-000042 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 870,293 shares
    Change vs previous 13F +28,286 shares

    9.04% of the 13F portfolio, value $217,938,840.

    13F-HR 0001221073-25-000006 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 842,007 shares
    Change vs previous 13F not available

    8.69% of the 13F portfolio, value $196,187,545.

    13F-HR 0001221073-24-000093 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).