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SteelPeak Wealth, LLC: VTV position timeline

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

SteelPeak Wealth, LLC held 12,822 VTV 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 12,822 shares
    Change vs previous 13F +755 shares

    0.07% of the 13F portfolio, value $2,794,299.

    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 12,067 shares
    Change vs previous 13F -19 shares

    0.07% of the 13F portfolio, value $2,367,546.

    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 12,086 shares
    Change vs previous 13F -6,414 shares

    0.08% of the 13F portfolio, value $2,308,306.

    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 18,500 shares
    Change vs previous 13F +11,773 shares

    0.12% of the 13F portfolio, value $3,467,548.

    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 6,727 shares
    Change vs previous 13F -3,141 shares

    0.05% of the 13F portfolio, value $1,195,412.

    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 9,868 shares
    Change vs previous 13F -11,050 shares

    0.07% of the 13F portfolio, value $1,704,599.

    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 20,918 shares
    Change vs previous 13F -52,701 shares

    0.15% of the 13F portfolio, value $3,541,418.

    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 73,619 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $12,851,669.

    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).