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SteelPeak Wealth, LLC: BNY position timeline

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

SteelPeak Wealth, LLC held 3,360 BNY 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 3,360 shares
    Change vs previous 13F -53 shares

    0.01% of the 13F portfolio, value $485,890.

    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 3,413 shares
    Change vs previous 13F -35 shares

    0.01% of the 13F portfolio, value $404,863.

    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 3,448 shares
    Change vs previous 13F -24,677 shares

    0.01% of the 13F portfolio, value $400,247.

    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 28,125 shares
    Change vs previous 13F -19,239 shares

    0.1% of the 13F portfolio, value $3,064,500.

    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 47,364 shares
    Change vs previous 13F +43,908 shares

    0.17% of the 13F portfolio, value $4,315,335.

    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 3,456 shares
    Change vs previous 13F -56,898 shares

    0.01% of the 13F portfolio, value $289,855.

    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 60,354 shares
    Change vs previous 13F +57,172 shares

    0.19% of the 13F portfolio, value $4,636,998.

    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 3,182 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $228,659.

    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).