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SteelPeak Wealth, LLC: SPYV position timeline

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

SteelPeak Wealth, LLC held 28,090 SPYV 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 28,090 shares
    Change vs previous 13F -77,023 shares

    0.04% of the 13F portfolio, value $1,707,563.

    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 105,113 shares
    Change vs previous 13F +76,796 shares

    0.19% of the 13F portfolio, value $5,947,267.

    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 28,317 shares
    Change vs previous 13F -2,012 shares

    0.05% of the 13F portfolio, value $1,608,689.

    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 30,329 shares
    Change vs previous 13F -290,878 shares

    0.06% of the 13F portfolio, value $1,678,104.

    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 321,207 shares
    Change vs previous 13F -397,108 shares

    0.66% of the 13F portfolio, value $16,811,975.

    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 718,315 shares
    Change vs previous 13F +401,472 shares

    1.56% of the 13F portfolio, value $36,684,359.

    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 316,843 shares
    Change vs previous 13F +29,615 shares

    0.67% of the 13F portfolio, value $16,203,352.

    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 287,228 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $15,182,873.

    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).