SteelPeak Wealth, LLC: DIA position timeline

SteelPeak Wealth, LLC held 55,198 DIA 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 55,198 shares

   Change vs previous 13F -8,671 shares

   0.76% of the 13F portfolio, value $28,888,220.

   13F-HR 0001801868-26-000003 filed by SteelPeak Wealth, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 63,869 shares

   Change vs previous 13F +3,293 shares

   0.93% of the 13F portfolio, value $29,645,048.

   13F-HR 0001801868-26-000002 filed by SteelPeak Wealth, LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 60,576 shares

   Change vs previous 13F +3,066 shares

   0.96% of the 13F portfolio, value $29,175,524.

   13F-HR 0001801868-26-000001 filed by SteelPeak Wealth, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 57,510 shares

   Change vs previous 13F -3,717 shares

   0.9% of the 13F portfolio, value $26,713,238.

   13F-HR 0001801868-25-000003 filed by SteelPeak Wealth, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 61,227 shares

   Change vs previous 13F +9,769 shares

   1.06% of the 13F portfolio, value $27,054,059.

   13F-HR 0001221073-25-000064 filed by SteelPeak Wealth, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 51,458 shares

   Change vs previous 13F +3,253 shares

   0.92% of the 13F portfolio, value $21,645,906.

   13F-HR 0001221073-25-000042 filed by SteelPeak Wealth, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 48,205 shares

   Change vs previous 13F +5,046 shares

   0.85% of the 13F portfolio, value $20,568,064.

   13F-HR 0001221073-25-000006 filed by SteelPeak Wealth, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 43,159 shares

   Change vs previous 13F not available

   0.81% of the 13F portfolio, value $18,280,649.

   13F-HR 0001221073-24-000093 filed by SteelPeak Wealth, LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).