Skip to content
Disclosery

SteelPeak Wealth, LLC: FPE position timeline

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

SteelPeak Wealth, LLC held 19,454 FPE 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 19,454 shares
    Change vs previous 13F -933 shares

    0.01% of the 13F portfolio, value $347,838.

    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 20,387 shares
    Change vs previous 13F -7,372 shares

    0.01% of the 13F portfolio, value $361,870.

    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 27,759 shares
    Change vs previous 13F -12,200 shares

    0.02% of the 13F portfolio, value $505,769.

    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 39,959 shares
    Change vs previous 13F -9,788 shares

    0.02% of the 13F portfolio, value $728,853.

    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 49,747 shares
    Change vs previous 13F -3,697 shares

    0.03% of the 13F portfolio, value $885,497.

    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 53,444 shares
    Change vs previous 13F -7,062 shares

    0.04% of the 13F portfolio, value $940,080.

    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 60,506 shares
    Change vs previous 13F -481 shares

    0.04% of the 13F portfolio, value $1,070,957.

    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 60,987 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,103,865.

    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).