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SteelPeak Wealth, LLC: IWM position timeline

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

SteelPeak Wealth, LLC held 96,759 IWM 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 96,759 shares
    Change vs previous 13F -2,047 shares

    0.76% of the 13F portfolio, value $29,071,288.

    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 98,806 shares
    Change vs previous 13F +19,256 shares

    0.77% of the 13F portfolio, value $24,503,981.

    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 79,550 shares
    Change vs previous 13F -6,366 shares

    0.64% of the 13F portfolio, value $19,581,938.

    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 85,916 shares
    Change vs previous 13F -7,704 shares

    0.7% of the 13F portfolio, value $20,788,271.

    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 93,620 shares
    Change vs previous 13F +10,051 shares

    0.79% of the 13F portfolio, value $20,202,181.

    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 83,569 shares
    Change vs previous 13F +19,184 shares

    0.71% of the 13F portfolio, value $16,671,115.

    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 64,385 shares
    Change vs previous 13F +6,242 shares

    0.59% of the 13F portfolio, value $14,226,581.

    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 58,143 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $12,843,208.

    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).