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SteelPeak Wealth, LLC: WFC position timeline

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

SteelPeak Wealth, LLC held 85,773 WFC 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 85,773 shares
    Change vs previous 13F +34,445 shares

    0.19% of the 13F portfolio, value $7,088,286.

    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 51,328 shares
    Change vs previous 13F +11,024 shares

    0.13% of the 13F portfolio, value $4,086,250.

    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 40,304 shares
    Change vs previous 13F -12,623 shares

    0.12% of the 13F portfolio, value $3,756,364.

    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 52,927 shares
    Change vs previous 13F +12,756 shares

    0.15% of the 13F portfolio, value $4,436,345.

    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 40,171 shares
    Change vs previous 13F +30,906 shares

    0.13% of the 13F portfolio, value $3,218,504.

    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 9,265 shares
    Change vs previous 13F +3,070 shares

    0.03% of the 13F portfolio, value $665,138.

    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 6,195 shares
    Change vs previous 13F -1,128 shares

    0.02% of the 13F portfolio, value $435,137.

    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 7,323 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $413,677.

    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).