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SteelPeak Wealth, LLC: SPMO position timeline

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

SteelPeak Wealth, LLC held 37,134 SPMO 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 37,134 shares
    Change vs previous 13F +7 shares

    0.16% of the 13F portfolio, value $5,998,645.

    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 37,127 shares
    Change vs previous 13F +7,805 shares

    0.13% of the 13F portfolio, value $4,162,340.

    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 29,322 shares
    Change vs previous 13F +5,067 shares

    0.12% of the 13F portfolio, value $3,498,646.

    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 24,255 shares
    Change vs previous 13F +12,549 shares

    0.1% of the 13F portfolio, value $2,936,347.

    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 11,706 shares
    Change vs previous 13F +8,205 shares

    0.05% of the 13F portfolio, value $1,316,600.

    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 3,501 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $323,925.

    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).