SteelPeak Wealth, LLC: SPY position timeline

SteelPeak Wealth, LLC held 127,281 SPY 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 127,281 shares

   Change vs previous 13F -22,420 shares

   2.5% of the 13F portfolio, value $95,283,762.

   13F-HR 0001801868-26-000003 filed by SteelPeak Wealth, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 149,701 shares

   Change vs previous 13F +24,663 shares

   3.06% of the 13F portfolio, value $97,587,446.

   13F-HR 0001801868-26-000002 filed by SteelPeak Wealth, LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 125,038 shares

   Change vs previous 13F +6,803 shares

   2.81% of the 13F portfolio, value $85,513,096.

   13F-HR 0001801868-26-000001 filed by SteelPeak Wealth, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 118,235 shares

   Change vs previous 13F +21,103 shares

   2.65% of the 13F portfolio, value $78,831,481.

   13F-HR 0001801868-25-000003 filed by SteelPeak Wealth, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 97,132 shares

   Change vs previous 13F +1,089 shares

   2.35% of the 13F portfolio, value $60,183,269.

   13F-HR 0001221073-25-000064 filed by SteelPeak Wealth, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 96,043 shares

   Change vs previous 13F +7,678 shares

   2.29% of the 13F portfolio, value $53,875,083.

   13F-HR 0001221073-25-000042 filed by SteelPeak Wealth, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 88,365 shares

   Change vs previous 13F +3,437 shares

   2.16% of the 13F portfolio, value $51,959,109.

   13F-HR 0001221073-25-000006 filed by SteelPeak Wealth, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 84,928 shares

   Change vs previous 13F not available

   2.17% of the 13F portfolio, value $48,874,811.

   13F-HR 0001221073-24-000093 filed by SteelPeak Wealth, LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).