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SteelPeak Wealth, LLC: SHM position timeline

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

SteelPeak Wealth, LLC held 37,319 SHM 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 37,319 shares
    Change vs previous 13F -5,179 shares

    0.05% of the 13F portfolio, value $1,790,006.

    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 42,498 shares
    Change vs previous 13F -550 shares

    0.06% of the 13F portfolio, value $2,032,680.

    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 43,048 shares
    Change vs previous 13F -1,565 shares

    0.07% of the 13F portfolio, value $2,065,874.

    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 44,613 shares
    Change vs previous 13F -10,928 shares

    0.07% of the 13F portfolio, value $2,151,239.

    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 55,541 shares
    Change vs previous 13F +847 shares

    0.1% of the 13F portfolio, value $2,656,527.

    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 54,694 shares
    Change vs previous 13F -1,835 shares

    0.11% of the 13F portfolio, value $2,603,435.

    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 56,529 shares
    Change vs previous 13F -298 shares

    0.11% of the 13F portfolio, value $2,678,910.

    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 56,827 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,735,652.

    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).