SteelPeak Wealth, LLC: IDEF position timeline

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

SteelPeak Wealth, LLC held 377,114 IDEF shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

period ended2026-06-30
13F 377,114 shares
Change vs previous 13F +61,644 shares
0.32% of the 13F portfolio, value $11,984,680.
13F-HR 0001801868-26-000003 filed by SteelPeak Wealth, LLC
Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 315,470 shares
Change vs previous 13F not available
0.32% of the 13F portfolio, value $10,322,179.
13F-HR 0001801868-26-000002 filed by SteelPeak Wealth, LLC
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).