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SteelPeak Wealth, LLC: BAI position timeline

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

SteelPeak Wealth, LLC held 335,401 BAI 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 335,401 shares
    Change vs previous 13F -86,182 shares

    0.46% of the 13F portfolio, value $17,682,324.

    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 421,583 shares
    Change vs previous 13F -16,710 shares

    0.44% of the 13F portfolio, value $13,891,150.

    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 438,293 shares
    Change vs previous 13F -12,740 shares

    0.48% of the 13F portfolio, value $14,595,147.

    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 451,033 shares
    Change vs previous 13F +277,376 shares

    0.52% of the 13F portfolio, value $15,407,302.

    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 173,657 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,010,017.

    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).