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SteelPeak Wealth, LLC: VRT position timeline

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

SteelPeak Wealth, LLC held 23,881 VRT 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 23,881 shares
    Change vs previous 13F +4,835 shares

    0.21% of the 13F portfolio, value $7,995,761.

    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 19,046 shares
    Change vs previous 13F -5,543 shares

    0.15% of the 13F portfolio, value $4,772,611.

    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 24,589 shares
    Change vs previous 13F -10,854 shares

    0.13% of the 13F portfolio, value $3,983,691.

    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 35,443 shares
    Change vs previous 13F +675 shares

    0.18% of the 13F portfolio, value $5,346,952.

    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 34,768 shares
    Change vs previous 13F +3,706 shares

    0.17% of the 13F portfolio, value $4,464,573.

    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 31,062 shares
    Change vs previous 13F +24,253 shares

    0.1% of the 13F portfolio, value $2,242,683.

    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 6,809 shares
    Change vs previous 13F -5,225 shares

    0.03% of the 13F portfolio, value $773,575.

    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 12,034 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,197,263.

    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).