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SteelPeak Wealth, LLC: AOA position timeline

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

SteelPeak Wealth, LLC held 46,498 AOA 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 46,498 shares
    Change vs previous 13F +1,560 shares

    0.12% of the 13F portfolio, value $4,538,173.

    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 44,938 shares
    Change vs previous 13F +2,164 shares

    0.12% of the 13F portfolio, value $3,976,563.

    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 42,774 shares
    Change vs previous 13F -905 shares

    0.13% of the 13F portfolio, value $3,830,839.

    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 43,679 shares
    Change vs previous 13F +2,141 shares

    0.13% of the 13F portfolio, value $3,849,878.

    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 41,538 shares
    Change vs previous 13F +772 shares

    0.14% of the 13F portfolio, value $3,464,238.

    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 40,766 shares
    Change vs previous 13F -28 shares

    0.13% of the 13F portfolio, value $3,118,618.

    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 40,794 shares
    Change vs previous 13F +2,241 shares

    0.13% of the 13F portfolio, value $3,125,248.

    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 38,553 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,042,201.

    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).