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SteelPeak Wealth, LLC: IVV position timeline

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

SteelPeak Wealth, LLC held 150,012 IVV 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 150,012 shares
    Change vs previous 13F +53,916 shares

    2.95% of the 13F portfolio, value $112,342,696.

    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 96,096 shares
    Change vs previous 13F +35,131 shares

    1.97% of the 13F portfolio, value $62,770,685.

    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 60,965 shares
    Change vs previous 13F -6,624 shares

    1.37% of the 13F portfolio, value $41,757,115.

    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 67,589 shares
    Change vs previous 13F +9,800 shares

    1.52% of the 13F portfolio, value $45,237,410.

    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 57,789 shares
    Change vs previous 13F -59,177 shares

    1.4% of the 13F portfolio, value $35,881,046.

    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 116,966 shares
    Change vs previous 13F -22,178 shares

    2.8% of the 13F portfolio, value $65,723,462.

    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 139,144 shares
    Change vs previous 13F +6,839 shares

    3.4% of the 13F portfolio, value $81,911,273.

    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 132,305 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $76,316,401.

    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).