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SteelPeak Wealth, LLC: EFG position timeline

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

SteelPeak Wealth, LLC held 145,063 EFG 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 145,063 shares
    Change vs previous 13F +7,849 shares

    0.47% of the 13F portfolio, value $18,048,790.

    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 137,214 shares
    Change vs previous 13F +135,111 shares

    0.48% of the 13F portfolio, value $15,281,572.

    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 2,103 shares
    Change vs previous 13F -13,594 shares

    0.01% of the 13F portfolio, value $239,550.

    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 15,697 shares
    Change vs previous 13F -109,064 shares

    0.06% of the 13F portfolio, value $1,787,573.

    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 124,761 shares
    Change vs previous 13F -969 shares

    0.55% of the 13F portfolio, value $13,973,248.

    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 125,730 shares
    Change vs previous 13F -82,578 shares

    0.53% of the 13F portfolio, value $12,572,965.

    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 208,308 shares
    Change vs previous 13F +16,153 shares

    0.84% of the 13F portfolio, value $20,170,466.

    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 192,155 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $20,685,540.

    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).