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SteelPeak Wealth, LLC: IUSB position timeline

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

SteelPeak Wealth, LLC held 1,376,841 IUSB 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 1,376,841 shares
    Change vs previous 13F +285,882 shares

    1.67% of the 13F portfolio, value $63,541,233.

    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 1,090,959 shares
    Change vs previous 13F -2,618 shares

    1.58% of the 13F portfolio, value $50,391,408.

    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 1,093,577 shares
    Change vs previous 13F +20,492 shares

    1.67% of the 13F portfolio, value $50,895,054.

    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 1,073,085 shares
    Change vs previous 13F -127,264 shares

    1.68% of the 13F portfolio, value $50,123,810.

    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 1,200,349 shares
    Change vs previous 13F -136,076 shares

    2.16% of the 13F portfolio, value $55,492,137.

    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 1,336,425 shares
    Change vs previous 13F +115,094 shares

    2.62% of the 13F portfolio, value $61,582,458.

    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 1,221,331 shares
    Change vs previous 13F +46,101 shares

    2.29% of the 13F portfolio, value $55,204,143.

    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 1,175,230 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $55,376,853.

    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).