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SteelPeak Wealth, LLC: UPS position timeline

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

SteelPeak Wealth, LLC held 5,496 UPS 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 5,496 shares
    Change vs previous 13F -8,034 shares

    0.02% of the 13F portfolio, value $590,866.

    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 13,530 shares
    Change vs previous 13F -2,291 shares

    0.04% of the 13F portfolio, value $1,331,097.

    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 15,821 shares
    Change vs previous 13F -35,467 shares

    0.05% of the 13F portfolio, value $1,569,285.

    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 51,288 shares
    Change vs previous 13F +38,587 shares

    0.14% of the 13F portfolio, value $4,284,087.

    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 12,701 shares
    Change vs previous 13F -32,926 shares

    0.05% of the 13F portfolio, value $1,282,001.

    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 45,627 shares
    Change vs previous 13F +41,047 shares

    0.21% of the 13F portfolio, value $5,018,514.

    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 4,580 shares
    Change vs previous 13F -27,189 shares

    0.02% of the 13F portfolio, value $577,538.

    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 31,769 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,331,386.

    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).