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SteelPeak Wealth, LLC: MO position timeline

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

SteelPeak Wealth, LLC held 40,601 MO 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 40,601 shares
    Change vs previous 13F -1,318 shares

    0.08% of the 13F portfolio, value $2,965,452.

    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 41,919 shares
    Change vs previous 13F -9,154 shares

    0.09% of the 13F portfolio, value $2,807,338.

    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 51,073 shares
    Change vs previous 13F -104,914 shares

    0.1% of the 13F portfolio, value $2,999,028.

    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 155,987 shares
    Change vs previous 13F -15,484 shares

    0.35% of the 13F portfolio, value $10,467,216.

    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 171,471 shares
    Change vs previous 13F +122,314 shares

    0.4% of the 13F portfolio, value $10,225,696.

    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 49,157 shares
    Change vs previous 13F -113,402 shares

    0.13% of the 13F portfolio, value $3,000,780.

    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 162,559 shares
    Change vs previous 13F -23,352 shares

    0.36% of the 13F portfolio, value $8,664,914.

    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 185,911 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $9,676,840.

    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).