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SteelPeak Wealth, LLC: PTC position timeline

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

SteelPeak Wealth, LLC held 4,126 PTC 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 4,126 shares
    Change vs previous 13F -2,427 shares

    0.01% of the 13F portfolio, value $468,755.

    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 6,553 shares
    Change vs previous 13F +2,989 shares

    0.03% of the 13F portfolio, value $933,737.

    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 3,564 shares
    Change vs previous 13F -989 shares

    0.02% of the 13F portfolio, value $620,885.

    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 4,553 shares
    Change vs previous 13F +3,206 shares

    0.03% of the 13F portfolio, value $924,351.

    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 1,347 shares
    Change vs previous 13F -5,723 shares

    0.01% of the 13F portfolio, value $232,142.

    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 7,070 shares
    Change vs previous 13F +2,722 shares

    0.05% of the 13F portfolio, value $1,095,497.

    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 4,348 shares
    Change vs previous 13F +274 shares

    0.03% of the 13F portfolio, value $799,467.

    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 4,074 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $736,009.

    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).