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SteelPeak Wealth, LLC: EFV position timeline

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

SteelPeak Wealth, LLC held 126,309 EFV 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 126,309 shares
    Change vs previous 13F -201,265 shares

    0.25% of the 13F portfolio, value $9,668,943.

    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 327,574 shares
    Change vs previous 13F -36,879 shares

    0.76% of the 13F portfolio, value $24,355,158.

    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 364,453 shares
    Change vs previous 13F -56,833 shares

    0.86% of the 13F portfolio, value $26,025,598.

    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 421,286 shares
    Change vs previous 13F -97,130 shares

    0.96% of the 13F portfolio, value $28,575,856.

    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 518,416 shares
    Change vs previous 13F +180,752 shares

    1.28% of the 13F portfolio, value $32,909,065.

    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 337,664 shares
    Change vs previous 13F -30,507 shares

    0.85% of the 13F portfolio, value $19,901,925.

    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 368,171 shares
    Change vs previous 13F -26,656 shares

    0.8% of the 13F portfolio, value $19,317,954.

    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 394,827 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $22,714,386.

    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).