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Disclosery

SteelPeak Wealth, LLC: DGX position timeline

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

SteelPeak Wealth, LLC held 1,446 DGX 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 1,446 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $306,480.

    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 1,378 shares
    Change vs previous 13F +149 shares

    0.01% of the 13F portfolio, value $270,061.

    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 1,229 shares
    Change vs previous 13F -23 shares

    0.01% of the 13F portfolio, value $213,269.

    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 1,252 shares
    Change vs previous 13F -13,705 shares

    0.01% of the 13F portfolio, value $238,607.

    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 14,957 shares
    Change vs previous 13F +268 shares

    0.1% of the 13F portfolio, value $2,686,726.

    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 14,689 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,485,379.

    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).