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SteelPeak Wealth, LLC: PLTR position timeline

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

SteelPeak Wealth, LLC held 99,778 PLTR 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 99,778 shares
    Change vs previous 13F -88,754 shares

    0.31% of the 13F portfolio, value $11,641,107.

    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 188,532 shares
    Change vs previous 13F -25,552 shares

    0.86% of the 13F portfolio, value $27,578,499.

    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 214,084 shares
    Change vs previous 13F -25,123 shares

    1.25% of the 13F portfolio, value $38,053,431.

    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 239,207 shares
    Change vs previous 13F -17,429 shares

    1.47% of the 13F portfolio, value $43,636,141.

    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 256,636 shares
    Change vs previous 13F -118,351 shares

    1.36% of the 13F portfolio, value $34,984,620.

    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 374,987 shares
    Change vs previous 13F +320,586 shares

    1.35% of the 13F portfolio, value $31,648,863.

    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 54,401 shares
    Change vs previous 13F +26,742 shares

    0.17% of the 13F portfolio, value $4,114,348.

    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 27,659 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,028,915.

    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).