Skip to content
Disclosery

SteelPeak Wealth, LLC: VUG position timeline

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

SteelPeak Wealth, LLC held 63,375 VUG 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 63,375 shares
    Change vs previous 13F +52,839 shares

    0.14% of the 13F portfolio, value $5,459,114.

    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 10,536 shares
    Change vs previous 13F -520 shares

    0.14% of the 13F portfolio, value $4,602,011.

    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 11,056 shares
    Change vs previous 13F -7,818 shares

    0.18% of the 13F portfolio, value $5,393,653.

    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 18,874 shares
    Change vs previous 13F +15,428 shares

    0.3% of the 13F portfolio, value $9,061,774.

    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 3,446 shares
    Change vs previous 13F -1,613 shares

    0.06% of the 13F portfolio, value $1,512,465.

    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 5,059 shares
    Change vs previous 13F +228 shares

    0.08% of the 13F portfolio, value $1,876,103.

    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 4,831 shares
    Change vs previous 13F +2,211 shares

    0.08% of the 13F portfolio, value $1,982,972.

    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 2,620 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,006,023.

    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).