Skip to content
Disclosery

SteelPeak Wealth, LLC: EFA position timeline

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

SteelPeak Wealth, LLC held 168,692 EFA 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 168,692 shares
    Change vs previous 13F -19,088 shares

    0.46% of the 13F portfolio, value $17,523,763.

    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 187,780 shares
    Change vs previous 13F +45,009 shares

    0.57% of the 13F portfolio, value $18,239,107.

    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 142,771 shares
    Change vs previous 13F +5,835 shares

    0.45% of the 13F portfolio, value $13,710,300.

    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 136,936 shares
    Change vs previous 13F +7,435 shares

    0.43% of the 13F portfolio, value $12,785,703.

    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 129,501 shares
    Change vs previous 13F +11,889 shares

    0.45% of the 13F portfolio, value $11,576,085.

    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 117,612 shares
    Change vs previous 13F +11,242 shares

    0.41% of the 13F portfolio, value $9,612,411.

    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 106,370 shares
    Change vs previous 13F -34,284 shares

    0.33% of the 13F portfolio, value $8,042,620.

    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 140,654 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $11,762,869.

    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).