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SteelPeak Wealth, LLC: SHEL position timeline

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

SteelPeak Wealth, LLC held 2,586 SHEL 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 2,586 shares
    Change vs previous 13F +352 shares

    0.01% of the 13F portfolio, value $200,524.

    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 2,234 shares
    Change vs previous 13F -681 shares

    0.01% of the 13F portfolio, value $207,756.

    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 2,915 shares
    Change vs previous 13F -3,063 shares

    0.01% of the 13F portfolio, value $214,222.

    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 5,978 shares
    Change vs previous 13F -239 shares

    0.01% of the 13F portfolio, value $427,607.

    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 6,217 shares
    Change vs previous 13F +431 shares

    0.02% of the 13F portfolio, value $437,739.

    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 5,786 shares
    Change vs previous 13F -97 shares

    0.02% of the 13F portfolio, value $423,999.

    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 5,883 shares
    Change vs previous 13F -15 shares

    0.02% of the 13F portfolio, value $368,576.

    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 5,898 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $388,980.

    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).