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SteelPeak Wealth, LLC: VZ position timeline

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

SteelPeak Wealth, LLC held 424,511 VZ 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 424,511 shares
    Change vs previous 13F -16,326 shares

    0.47% of the 13F portfolio, value $17,973,786.

    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 440,837 shares
    Change vs previous 13F +14,017 shares

    0.69% of the 13F portfolio, value $22,130,008.

    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 426,820 shares
    Change vs previous 13F -7,696 shares

    0.57% of the 13F portfolio, value $17,384,368.

    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 434,516 shares
    Change vs previous 13F -154,946 shares

    0.64% of the 13F portfolio, value $19,096,991.

    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 589,462 shares
    Change vs previous 13F +201,755 shares

    0.99% of the 13F portfolio, value $25,506,021.

    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 387,707 shares
    Change vs previous 13F +42,639 shares

    0.75% of the 13F portfolio, value $17,586,402.

    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 345,068 shares
    Change vs previous 13F -138,155 shares

    0.57% of the 13F portfolio, value $13,799,275.

    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 483,223 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $21,701,535.

    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).