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SteelPeak Wealth, LLC: CMF position timeline

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

SteelPeak Wealth, LLC held 40,675 CMF 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 40,675 shares
    Change vs previous 13F -4,475 shares

    0.06% of the 13F portfolio, value $2,344,494.

    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 45,150 shares
    Change vs previous 13F -510 shares

    0.08% of the 13F portfolio, value $2,567,206.

    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 45,660 shares
    Change vs previous 13F -1,857 shares

    0.09% of the 13F portfolio, value $2,623,624.

    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 47,517 shares
    Change vs previous 13F -12,348 shares

    0.09% of the 13F portfolio, value $2,710,370.

    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 59,865 shares
    Change vs previous 13F +4,410 shares

    0.13% of the 13F portfolio, value $3,336,876.

    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 55,455 shares
    Change vs previous 13F -1,124 shares

    0.13% of the 13F portfolio, value $3,121,008.

    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 56,579 shares
    Change vs previous 13F -352 shares

    0.13% of the 13F portfolio, value $3,240,846.

    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 56,931 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,308,261.

    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).