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SteelPeak Wealth, LLC: JAAA position timeline

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

SteelPeak Wealth, LLC held 16,236 JAAA 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 16,236 shares
    Change vs previous 13F -7,452 shares

    0.02% of the 13F portfolio, value $822,980.

    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 23,688 shares
    Change vs previous 13F -10,187 shares

    0.04% of the 13F portfolio, value $1,197,758.

    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 33,875 shares
    Change vs previous 13F -8,447 shares

    0.06% of the 13F portfolio, value $1,713,398.

    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 42,322 shares
    Change vs previous 13F +1,926 shares

    0.07% of the 13F portfolio, value $2,149,129.

    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 40,396 shares
    Change vs previous 13F +3,716 shares

    0.08% of the 13F portfolio, value $2,050,100.

    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 36,680 shares
    Change vs previous 13F +16,063 shares

    0.08% of the 13F portfolio, value $1,860,035.

    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 20,617 shares
    Change vs previous 13F -820 shares

    0.04% of the 13F portfolio, value $1,045,494.

    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 21,437 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,090,715.

    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).