Skip to content
Disclosery

SteelPeak Wealth, LLC: IDV position timeline

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

SteelPeak Wealth, LLC held 10,004 IDV 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 10,004 shares
    Change vs previous 13F -1,517 shares

    0.01% of the 13F portfolio, value $414,453.

    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 11,521 shares
    Change vs previous 13F -18,218 shares

    0.02% of the 13F portfolio, value $490,332.

    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 29,739 shares
    Change vs previous 13F -11,463 shares

    0.04% of the 13F portfolio, value $1,173,203.

    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 41,202 shares
    Change vs previous 13F +17,076 shares

    0.05% of the 13F portfolio, value $1,505,935.

    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 24,126 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $832,590.

    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).