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SteelPeak Wealth, LLC: SOXL position timeline

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

SteelPeak Wealth, LLC held 27,858 SOXL 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 27,858 shares
    Change vs previous 13F +5,101 shares

    0.2% of the 13F portfolio, value $7,430,008.

    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 22,757 shares
    Change vs previous 13F +266 shares

    0.03% of the 13F portfolio, value $1,090,277.

    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 22,491 shares
    Change vs previous 13F +13,593 shares

    0.03% of the 13F portfolio, value $945,288.

    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 8,898 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $310,007.

    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).