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SteelPeak Wealth, LLC: MBB position timeline

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

SteelPeak Wealth, LLC held 207,334 MBB 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 207,334 shares
    Change vs previous 13F +16,780 shares

    0.52% of the 13F portfolio, value $19,597,195.

    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 190,554 shares
    Change vs previous 13F +14,833 shares

    0.57% of the 13F portfolio, value $18,093,144.

    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 175,721 shares
    Change vs previous 13F +6,495 shares

    0.55% of the 13F portfolio, value $16,732,179.

    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 169,226 shares
    Change vs previous 13F +5,955 shares

    0.54% of the 13F portfolio, value $16,101,849.

    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 163,271 shares
    Change vs previous 13F +1,825 shares

    0.6% of the 13F portfolio, value $15,329,557.

    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 161,446 shares
    Change vs previous 13F -16,015 shares

    0.64% of the 13F portfolio, value $15,140,406.

    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 177,461 shares
    Change vs previous 13F +35,761 shares

    0.67% of the 13F portfolio, value $16,269,610.

    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 141,700 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $13,576,280.

    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).