Skip to content
Disclosery

SteelPeak Wealth, LLC: VTI position timeline

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

SteelPeak Wealth, LLC held 60,449 VTI 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 60,449 shares
    Change vs previous 13F +14,517 shares

    0.59% of the 13F portfolio, value $22,368,454.

    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 45,932 shares
    Change vs previous 13F +17,708 shares

    0.46% of the 13F portfolio, value $14,735,432.

    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 28,224 shares
    Change vs previous 13F -14,743 shares

    0.31% of the 13F portfolio, value $9,462,607.

    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 42,967 shares
    Change vs previous 13F +32,663 shares

    0.48% of the 13F portfolio, value $14,139,291.

    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 10,304 shares
    Change vs previous 13F -26,727 shares

    0.12% of the 13F portfolio, value $3,141,245.

    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 37,031 shares
    Change vs previous 13F -220,624 shares

    0.43% of the 13F portfolio, value $10,177,570.

    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 257,655 shares
    Change vs previous 13F +225,165 shares

    3.1% of the 13F portfolio, value $74,670,893.

    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 32,490 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $9,228,018.

    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).