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SteelPeak Wealth, LLC: JEPQ position timeline

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

SteelPeak Wealth, LLC held 15,454 JEPQ 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 15,454 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $949,804.

    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 15,458 shares
    Change vs previous 13F +3,256 shares

    0.03% of the 13F portfolio, value $858,206.

    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 12,202 shares
    Change vs previous 13F -12,140 shares

    0.02% of the 13F portfolio, value $716,229.

    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 24,342 shares
    Change vs previous 13F -17,286 shares

    0.05% of the 13F portfolio, value $1,400,143.

    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 41,628 shares
    Change vs previous 13F +1,205 shares

    0.09% of the 13F portfolio, value $2,264,585.

    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 40,423 shares
    Change vs previous 13F +22,174 shares

    0.09% of the 13F portfolio, value $2,093,105.

    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 18,249 shares
    Change vs previous 13F +5,584 shares

    0.04% of the 13F portfolio, value $1,037,179.

    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 12,665 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $695,692.

    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).