Skip to content
Disclosery

SteelPeak Wealth, LLC: WMT position timeline

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

SteelPeak Wealth, LLC held 56,448 WMT 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 56,448 shares
    Change vs previous 13F +12,999 shares

    0.17% of the 13F portfolio, value $6,393,256.

    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 43,449 shares
    Change vs previous 13F +5,123 shares

    0.17% of the 13F portfolio, value $5,410,481.

    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 38,326 shares
    Change vs previous 13F +1,780 shares

    0.14% of the 13F portfolio, value $4,269,910.

    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 36,546 shares
    Change vs previous 13F +13,980 shares

    0.13% of the 13F portfolio, value $3,766,393.

    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 22,566 shares
    Change vs previous 13F +1,982 shares

    0.09% of the 13F portfolio, value $2,206,489.

    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 20,584 shares
    Change vs previous 13F -29,085 shares

    0.08% of the 13F portfolio, value $1,811,911.

    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 49,669 shares
    Change vs previous 13F -1,001 shares

    0.19% of the 13F portfolio, value $4,498,138.

    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 50,670 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,091,576.

    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).