Skip to content
Disclosery

SteelPeak Wealth, LLC: DE position timeline

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

SteelPeak Wealth, LLC held 655 DE 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 655 shares
    Change vs previous 13F -1,996 shares

    0.01% of the 13F portfolio, value $416,815.

    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 2,651 shares
    Change vs previous 13F +546 shares

    0.05% of the 13F portfolio, value $1,497,858.

    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 2,105 shares
    Change vs previous 13F -5,948 shares

    0.03% of the 13F portfolio, value $983,435.

    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 8,053 shares
    Change vs previous 13F +4,695 shares

    0.12% of the 13F portfolio, value $3,695,359.

    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 3,358 shares
    Change vs previous 13F -5,131 shares

    0.07% of the 13F portfolio, value $1,712,706.

    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 8,489 shares
    Change vs previous 13F -2,671 shares

    0.17% of the 13F portfolio, value $3,998,240.

    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 11,160 shares
    Change vs previous 13F +5,105 shares

    0.2% of the 13F portfolio, value $4,746,570.

    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 6,055 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,535,833.

    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).