Skip to content
Disclosery

SteelPeak Wealth, LLC: OEF position timeline

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

SteelPeak Wealth, LLC held 779 OEF 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 779 shares
    Change vs previous 13F -731 shares

    0.01% of the 13F portfolio, value $285,013.

    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 1,510 shares
    Change vs previous 13F -81,703 shares

    0.02% of the 13F portfolio, value $480,330.

    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 83,213 shares
    Change vs previous 13F -348 shares

    0.94% of the 13F portfolio, value $28,539,467.

    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 83,561 shares
    Change vs previous 13F +40,055 shares

    0.93% of the 13F portfolio, value $27,812,489.

    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 43,506 shares
    Change vs previous 13F +16,066 shares

    0.52% of the 13F portfolio, value $13,241,015.

    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 27,440 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $7,431,479.

    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).