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SteelPeak Wealth, LLC: PEP position timeline

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

SteelPeak Wealth, LLC held 42,736 PEP 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 42,736 shares
    Change vs previous 13F -57,554 shares

    0.15% of the 13F portfolio, value $5,786,440.

    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 100,290 shares
    Change vs previous 13F -1,781 shares

    0.49% of the 13F portfolio, value $15,574,017.

    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 102,071 shares
    Change vs previous 13F +94,679 shares

    0.49% of the 13F portfolio, value $14,788,982.

    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 7,392 shares
    Change vs previous 13F -101,726 shares

    0.03% of the 13F portfolio, value $1,038,179.

    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 109,118 shares
    Change vs previous 13F +100,010 shares

    0.56% of the 13F portfolio, value $14,407,911.

    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 9,108 shares
    Change vs previous 13F -31,751 shares

    0.06% of the 13F portfolio, value $1,365,704.

    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 40,859 shares
    Change vs previous 13F +31,320 shares

    0.26% of the 13F portfolio, value $6,269,887.

    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 9,539 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,622,134.

    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).