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SteelPeak Wealth, LLC: TER position timeline

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

SteelPeak Wealth, LLC held 4,019 TER 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 4,019 shares
    Change vs previous 13F +1,519 shares

    0.05% of the 13F portfolio, value $1,944,553.

    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 2,500 shares
    Change vs previous 13F +1,091 shares

    0.02% of the 13F portfolio, value $741,152.

    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 1,409 shares
    Change vs previous 13F -3,247 shares

    0.01% of the 13F portfolio, value $272,727.

    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 4,656 shares
    Change vs previous 13F +426 shares

    0.02% of the 13F portfolio, value $640,852.

    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 4,230 shares
    Change vs previous 13F -5,442 shares

    0.01% of the 13F portfolio, value $380,362.

    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 9,672 shares
    Change vs previous 13F +3,070 shares

    0.03% of the 13F portfolio, value $798,908.

    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 6,602 shares
    Change vs previous 13F +323 shares

    0.03% of the 13F portfolio, value $831,324.

    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 6,279 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $840,947.

    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).