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SteelPeak Wealth, LLC: HWM position timeline

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

SteelPeak Wealth, LLC held 12,526 HWM 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 12,526 shares
    Change vs previous 13F +1,067 shares

    0.09% of the 13F portfolio, value $3,367,845.

    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 11,459 shares
    Change vs previous 13F -261 shares

    0.08% of the 13F portfolio, value $2,640,926.

    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 11,720 shares
    Change vs previous 13F -183 shares

    0.08% of the 13F portfolio, value $2,402,905.

    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 11,903 shares
    Change vs previous 13F +1,301 shares

    0.08% of the 13F portfolio, value $2,335,737.

    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 10,602 shares
    Change vs previous 13F +1,434 shares

    0.08% of the 13F portfolio, value $1,973,353.

    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 9,168 shares
    Change vs previous 13F +2,595 shares

    0.05% of the 13F portfolio, value $1,189,367.

    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 6,573 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $718,860.

    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).