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SteelPeak Wealth, LLC: IAUM position timeline

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

SteelPeak Wealth, LLC held 59,854 IAUM 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 59,854 shares
    Change vs previous 13F +228 shares

    0.06% of the 13F portfolio, value $2,394,759.

    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 59,626 shares
    Change vs previous 13F -131 shares

    0.09% of the 13F portfolio, value $2,784,535.

    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 59,757 shares
    Change vs previous 13F +282 shares

    0.08% of the 13F portfolio, value $2,568,954.

    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 59,475 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,289,788.

    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).