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SteelPeak Wealth, LLC: VGT position timeline

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

SteelPeak Wealth, LLC held 20,394 VGT 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 20,394 shares
    Change vs previous 13F +4,309 shares

    0.06% of the 13F portfolio, value $2,437,521.

    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 16,085 shares
    Change vs previous 13F +13,449 shares

    0.35% of the 13F portfolio, value $11,223,003.

    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 2,636 shares
    Change vs previous 13F -1,867 shares

    0.07% of the 13F portfolio, value $1,986,996.

    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 4,503 shares
    Change vs previous 13F +1,037 shares

    0.11% of the 13F portfolio, value $3,362,092.

    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 3,466 shares
    Change vs previous 13F -69,675 shares

    0.09% of the 13F portfolio, value $2,298,929.

    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 73,141 shares
    Change vs previous 13F +56,819 shares

    1.69% of the 13F portfolio, value $39,669,955.

    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 16,322 shares
    Change vs previous 13F -46,754 shares

    0.42% of the 13F portfolio, value $10,149,098.

    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 63,076 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $37,053,216.

    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).