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SteelPeak Wealth, LLC: MSFT position timeline

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

SteelPeak Wealth, LLC held 195,044 MSFT 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 195,044 shares
    Change vs previous 13F +17,270 shares

    1.91% of the 13F portfolio, value $72,755,358.

    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 177,774 shares
    Change vs previous 13F +53,327 shares

    2.06% of the 13F portfolio, value $65,806,618.

    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 124,447 shares
    Change vs previous 13F -37,365 shares

    1.98% of the 13F portfolio, value $60,185,123.

    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 161,812 shares
    Change vs previous 13F +21,421 shares

    2.82% of the 13F portfolio, value $83,810,571.

    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 140,391 shares
    Change vs previous 13F -28,603 shares

    2.72% of the 13F portfolio, value $69,831,671.

    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 168,994 shares
    Change vs previous 13F +28,334 shares

    2.7% of the 13F portfolio, value $63,438,647.

    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 140,660 shares
    Change vs previous 13F -7,862 shares

    2.46% of the 13F portfolio, value $59,288,312.

    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 148,522 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $63,909,169.

    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).