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SteelPeak Wealth, LLC: SPLV position timeline

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

SteelPeak Wealth, LLC held 85,394 SPLV 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 85,394 shares
    Change vs previous 13F +10,719 shares

    0.17% of the 13F portfolio, value $6,396,011.

    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 74,675 shares
    Change vs previous 13F +4,666 shares

    0.17% of the 13F portfolio, value $5,461,730.

    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 70,009 shares
    Change vs previous 13F +26,867 shares

    0.16% of the 13F portfolio, value $5,000,043.

    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 43,142 shares
    Change vs previous 13F +20,160 shares

    0.11% of the 13F portfolio, value $3,170,075.

    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 22,982 shares
    Change vs previous 13F -219 shares

    0.07% of the 13F portfolio, value $1,673,550.

    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 23,201 shares
    Change vs previous 13F +597 shares

    0.07% of the 13F portfolio, value $1,733,579.

    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 22,604 shares
    Change vs previous 13F -391 shares

    0.07% of the 13F portfolio, value $1,582,280.

    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 22,995 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,649,432.

    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).