Skip to content
Disclosery

SteelPeak Wealth, LLC: WDC position timeline

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

SteelPeak Wealth, LLC held 10,220 WDC 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 10,220 shares
    Change vs previous 13F -3,556 shares

    0.17% of the 13F portfolio, value $6,527,732.

    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 13,776 shares
    Change vs previous 13F -21,289 shares

    0.12% of the 13F portfolio, value $3,726,199.

    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 35,065 shares
    Change vs previous 13F +33,180 shares

    0.2% of the 13F portfolio, value $6,040,648.

    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 1,885 shares
    Change vs previous 13F -24,683 shares

    0.01% of the 13F portfolio, value $226,314.

    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 26,568 shares
    Change vs previous 13F +2,611 shares

    0.07% of the 13F portfolio, value $1,700,087.

    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 23,957 shares
    Change vs previous 13F +17,097 shares

    0.04% of the 13F portfolio, value $968,582.

    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 6,860 shares
    Change vs previous 13F -9,900 shares

    0.02% of the 13F portfolio, value $409,062.

    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 16,760 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,144,541.

    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).