Skip to content
Disclosery

SteelPeak Wealth, LLC: FLOT position timeline

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

SteelPeak Wealth, LLC held 30,059 FLOT 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 30,059 shares
    Change vs previous 13F +9,533 shares

    0.04% of the 13F portfolio, value $1,534,512.

    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 20,526 shares
    Change vs previous 13F +5,959 shares

    0.03% of the 13F portfolio, value $1,045,800.

    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 14,567 shares
    Change vs previous 13F +148 shares

    0.02% of the 13F portfolio, value $740,878.

    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 14,419 shares
    Change vs previous 13F +6,863 shares

    0.02% of the 13F portfolio, value $736,595.

    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 7,556 shares
    Change vs previous 13F -446 shares

    0.02% of the 13F portfolio, value $385,508.

    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 8,002 shares
    Change vs previous 13F +1,480 shares

    0.02% of the 13F portfolio, value $408,503.

    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 6,522 shares
    Change vs previous 13F +140 shares

    0.01% of the 13F portfolio, value $331,840.

    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 6,382 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $325,738.

    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).