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SteelPeak Wealth, LLC: TRV position timeline

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

SteelPeak Wealth, LLC held 43,226 TRV 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 43,226 shares
    Change vs previous 13F +38,974 shares

    0.38% of the 13F portfolio, value $14,269,834.

    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 4,252 shares
    Change vs previous 13F -22,193 shares

    0.04% of the 13F portfolio, value $1,240,329.

    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 26,445 shares
    Change vs previous 13F +18,028 shares

    0.25% of the 13F portfolio, value $7,670,637.

    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 8,417 shares
    Change vs previous 13F -17,480 shares

    0.08% of the 13F portfolio, value $2,350,163.

    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 25,897 shares
    Change vs previous 13F +1,434 shares

    0.27% of the 13F portfolio, value $6,928,484.

    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 24,463 shares
    Change vs previous 13F +11,089 shares

    0.28% of the 13F portfolio, value $6,469,380.

    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 13,374 shares
    Change vs previous 13F +8,636 shares

    0.13% of the 13F portfolio, value $3,221,663.

    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 4,738 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,109,261.

    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).