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SteelPeak Wealth, LLC: COST position timeline

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

SteelPeak Wealth, LLC held 29,775 COST 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 29,775 shares
    Change vs previous 13F +14,335 shares

    0.73% of the 13F portfolio, value $27,853,644.

    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 15,440 shares
    Change vs previous 13F +1,554 shares

    0.48% of the 13F portfolio, value $15,384,816.

    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 13,886 shares
    Change vs previous 13F +1,246 shares

    0.39% of the 13F portfolio, value $11,974,317.

    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 12,640 shares
    Change vs previous 13F -4,755 shares

    0.39% of the 13F portfolio, value $11,699,613.

    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 17,395 shares
    Change vs previous 13F +9,362 shares

    0.67% of the 13F portfolio, value $17,220,377.

    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 8,033 shares
    Change vs previous 13F -203 shares

    0.32% of the 13F portfolio, value $7,597,256.

    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 8,236 shares
    Change vs previous 13F -9,880 shares

    0.31% of the 13F portfolio, value $7,546,601.

    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 18,116 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $16,060,321.

    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).