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SteelPeak Wealth, LLC: ISD position timeline

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

SteelPeak Wealth, LLC held 804,218 ISD 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 804,218 shares
    Change vs previous 13F +9,432 shares

    0.28% of the 13F portfolio, value $10,503,084.

    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 794,786 shares
    Change vs previous 13F +55,132 shares

    0.33% of the 13F portfolio, value $10,459,389.

    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 739,654 shares
    Change vs previous 13F +22,693 shares

    0.35% of the 13F portfolio, value $10,780,442.

    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 716,961 shares
    Change vs previous 13F +58,802 shares

    0.35% of the 13F portfolio, value $10,309,903.

    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 658,159 shares
    Change vs previous 13F -39,214 shares

    0.36% of the 13F portfolio, value $9,326,110.

    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 697,373 shares
    Change vs previous 13F -1,595 shares

    0.42% of the 13F portfolio, value $9,937,569.

    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 698,968 shares
    Change vs previous 13F +45,878 shares

    0.4% of the 13F portfolio, value $9,635,150.

    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 653,090 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $9,104,075.

    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).