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SteelPeak Wealth, LLC: JEPI position timeline

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

SteelPeak Wealth, LLC held 34,091 JEPI 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 34,091 shares
    Change vs previous 13F +2,842 shares

    0.05% of the 13F portfolio, value $1,925,435.

    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 31,249 shares
    Change vs previous 13F -1,769 shares

    0.06% of the 13F portfolio, value $1,771,170.

    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 33,018 shares
    Change vs previous 13F -14,359 shares

    0.06% of the 13F portfolio, value $1,903,870.

    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 47,377 shares
    Change vs previous 13F +5,564 shares

    0.09% of the 13F portfolio, value $2,705,237.

    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 41,813 shares
    Change vs previous 13F -689 shares

    0.09% of the 13F portfolio, value $2,377,058.

    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 42,502 shares
    Change vs previous 13F +644 shares

    0.1% of the 13F portfolio, value $2,428,536.

    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 41,858 shares
    Change vs previous 13F +5,415 shares

    0.1% of the 13F portfolio, value $2,424,627.

    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 36,443 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,168,737.

    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).