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SteelPeak Wealth, LLC: SPHD position timeline

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

SteelPeak Wealth, LLC held 10,993 SPHD 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 10,993 shares
    Change vs previous 13F +2,278 shares

    0.01% of the 13F portfolio, value $558,885.

    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 8,715 shares
    Change vs previous 13F -131,521 shares

    0.01% of the 13F portfolio, value $432,352.

    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 140,236 shares
    Change vs previous 13F +128,786 shares

    0.22% of the 13F portfolio, value $6,731,328.

    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 11,450 shares
    Change vs previous 13F -9,133 shares

    0.02% of the 13F portfolio, value $566,203.

    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 20,583 shares
    Change vs previous 13F -25,653 shares

    0.04% of the 13F portfolio, value $978,928.

    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 46,236 shares
    Change vs previous 13F -28,670 shares

    0.1% of the 13F portfolio, value $2,322,455.

    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 74,906 shares
    Change vs previous 13F +53,100 shares

    0.15% of the 13F portfolio, value $3,618,709.

    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 21,806 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,102,730.

    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).