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SteelPeak Wealth, LLC: VOO position timeline

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

SteelPeak Wealth, LLC held 17,690 VOO 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 17,690 shares
    Change vs previous 13F +4,878 shares

    0.32% of the 13F portfolio, value $12,149,663.

    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 12,812 shares
    Change vs previous 13F +572 shares

    0.24% of the 13F portfolio, value $7,655,780.

    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 12,240 shares
    Change vs previous 13F -5,788 shares

    0.25% of the 13F portfolio, value $7,676,264.

    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 18,028 shares
    Change vs previous 13F +11,861 shares

    0.37% of the 13F portfolio, value $11,071,138.

    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 6,167 shares
    Change vs previous 13F +543 shares

    0.14% of the 13F portfolio, value $3,513,620.

    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 5,624 shares
    Change vs previous 13F -12,208 shares

    0.12% of the 13F portfolio, value $2,890,201.

    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 17,832 shares
    Change vs previous 13F +12,820 shares

    0.4% of the 13F portfolio, value $9,608,305.

    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 5,012 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,653,007.

    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).