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Disclosery

SteelPeak Wealth, LLC: ISPY position timeline

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

SteelPeak Wealth, LLC held 0 ISPY shares at 2025-06-30 per its 13F-HR filed 2025-07-23.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -22,951 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 22,951 shares
    Change vs previous 13F -12,999 shares

    0.04% of the 13F portfolio, value $966,029.

    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).

  3. period ended2024-12-31
    13F 35,950 shares
    Change vs previous 13F +280 shares

    0.07% of the 13F portfolio, value $1,592,226.

    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).

  4. period ended2024-09-30
    13F 35,670 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,598,730.

    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).