SteelPeak Wealth, LLC: ES position timeline

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

SteelPeak Wealth, LLC held 9,798 ES shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

period ended2026-06-30
13F 9,798 shares
Change vs previous 13F +9,798 shares
0.02% of the 13F portfolio, value $708,102.
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).
period ended2025-12-31
13F 0 shares
Change vs previous 13F -12,204 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2025-09-30
13F 12,204 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $868,193.
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).