Skip to content
Disclosery

SteelPeak Wealth, LLC: CGDV position timeline

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

SteelPeak Wealth, LLC held 7,457 CGDV 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 7,457 shares
    Change vs previous 13F -2,744 shares

    0.01% of the 13F portfolio, value $368,588.

    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 10,201 shares
    Change vs previous 13F -21,094 shares

    0.01% of the 13F portfolio, value $435,071.

    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 31,295 shares
    Change vs previous 13F -16,054 shares

    0.04% of the 13F portfolio, value $1,365,709.

    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 47,349 shares
    Change vs previous 13F +2,513 shares

    0.07% of the 13F portfolio, value $1,996,499.

    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 44,836 shares
    Change vs previous 13F -1,027 shares

    0.07% of the 13F portfolio, value $1,776,383.

    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 45,863 shares
    Change vs previous 13F +7,653 shares

    0.07% of the 13F portfolio, value $1,639,453.

    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 38,210 shares
    Change vs previous 13F -126 shares

    0.06% of the 13F portfolio, value $1,347,285.

    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 38,336 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,402,722.

    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).