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SteelPeak Wealth, LLC: CRM position timeline

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

SteelPeak Wealth, LLC held 5,161 CRM 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 5,161 shares
    Change vs previous 13F -17,275 shares

    0.02% of the 13F portfolio, value $810,764.

    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 22,436 shares
    Change vs previous 13F +15,340 shares

    0.13% of the 13F portfolio, value $4,188,131.

    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 7,096 shares
    Change vs previous 13F -45 shares

    0.06% of the 13F portfolio, value $1,882,648.

    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 7,141 shares
    Change vs previous 13F +701 shares

    0.06% of the 13F portfolio, value $1,695,268.

    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 6,440 shares
    Change vs previous 13F -15,222 shares

    0.07% of the 13F portfolio, value $1,766,884.

    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 21,662 shares
    Change vs previous 13F +4,686 shares

    0.25% of the 13F portfolio, value $5,813,143.

    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 16,976 shares
    Change vs previous 13F -755 shares

    0.24% of the 13F portfolio, value $5,682,180.

    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 17,731 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,860,114.

    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).