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Disclosery

SteelPeak Wealth, LLC: DOC position timeline

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

SteelPeak Wealth, LLC held 56,728 DOC 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 56,728 shares
    Change vs previous 13F +7,313 shares

    0.03% of the 13F portfolio, value $1,213,980.

    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 49,415 shares
    Change vs previous 13F +3,880 shares

    0.03% of the 13F portfolio, value $811,889.

    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 45,535 shares
    Change vs previous 13F +1,013 shares

    0.02% of the 13F portfolio, value $732,203.

    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 44,522 shares
    Change vs previous 13F -11,422 shares

    0.03% of the 13F portfolio, value $852,597.

    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 55,944 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $979,580.

    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).