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SteelPeak Wealth, LLC: GS position timeline

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

SteelPeak Wealth, LLC held 12,428 GS 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 12,428 shares
    Change vs previous 13F -3,369 shares

    0.33% of the 13F portfolio, value $12,569,261.

    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 15,797 shares
    Change vs previous 13F +1,283 shares

    0.42% of the 13F portfolio, value $13,364,473.

    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 14,514 shares
    Change vs previous 13F +1,697 shares

    0.42% of the 13F portfolio, value $12,757,692.

    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 12,817 shares
    Change vs previous 13F -1,825 shares

    0.34% of the 13F portfolio, value $10,206,968.

    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 14,642 shares
    Change vs previous 13F -131 shares

    0.4% of the 13F portfolio, value $10,362,886.

    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 14,773 shares
    Change vs previous 13F +5,130 shares

    0.34% of the 13F portfolio, value $8,070,409.

    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 9,643 shares
    Change vs previous 13F -5,397 shares

    0.23% of the 13F portfolio, value $5,521,505.

    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 15,040 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $7,446,257.

    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).