Skip to content
Disclosery

SteelPeak Wealth, LLC: IVW position timeline

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

SteelPeak Wealth, LLC held 257,599 IVW 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 257,599 shares
    Change vs previous 13F -8,069 shares

    0.93% of the 13F portfolio, value $35,427,651.

    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 265,668 shares
    Change vs previous 13F -14,851 shares

    0.94% of the 13F portfolio, value $30,049,704.

    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 280,519 shares
    Change vs previous 13F -2,904 shares

    1.14% of the 13F portfolio, value $34,576,741.

    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 283,423 shares
    Change vs previous 13F -9,408 shares

    1.15% of the 13F portfolio, value $34,214,859.

    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 292,831 shares
    Change vs previous 13F -26,834 shares

    1.26% of the 13F portfolio, value $32,240,748.

    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 319,665 shares
    Change vs previous 13F +19,486 shares

    1.26% of the 13F portfolio, value $29,674,499.

    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 300,179 shares
    Change vs previous 13F -12,404 shares

    1.26% of the 13F portfolio, value $30,477,199.

    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 312,583 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $29,929,818.

    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).