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SteelPeak Wealth, LLC: MA position timeline

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

SteelPeak Wealth, LLC held 19,913 MA 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 19,913 shares
    Change vs previous 13F +5,910 shares

    0.27% of the 13F portfolio, value $10,227,418.

    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 14,003 shares
    Change vs previous 13F +4,675 shares

    0.22% of the 13F portfolio, value $6,996,497.

    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 9,328 shares
    Change vs previous 13F +2,085 shares

    0.18% of the 13F portfolio, value $5,325,429.

    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 7,243 shares
    Change vs previous 13F +2,925 shares

    0.14% of the 13F portfolio, value $4,119,826.

    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 4,318 shares
    Change vs previous 13F -733 shares

    0.09% of the 13F portfolio, value $2,426,496.

    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 5,051 shares
    Change vs previous 13F -122 shares

    0.12% of the 13F portfolio, value $2,768,555.

    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 5,173 shares
    Change vs previous 13F +217 shares

    0.11% of the 13F portfolio, value $2,723,947.

    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 4,956 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,447,065.

    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).