Skip to content
Disclosery

SteelPeak Wealth, LLC: SCHB position timeline

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

SteelPeak Wealth, LLC held 69,633 SCHB 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 69,633 shares
    Change vs previous 13F -1,758 shares

    0.05% of the 13F portfolio, value $2,016,570.

    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 71,391 shares
    Change vs previous 13F -3,518 shares

    0.06% of the 13F portfolio, value $1,791,910.

    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 74,909 shares
    Change vs previous 13F +48,893 shares

    0.06% of the 13F portfolio, value $1,964,876.

    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 26,016 shares
    Change vs previous 13F +4,174 shares

    0.02% of the 13F portfolio, value $668,873.

    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 21,842 shares
    Change vs previous 13F +427 shares

    0.02% of the 13F portfolio, value $520,501.

    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 21,415 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $461,058.

    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).