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SteelPeak Wealth, LLC: XLF position timeline

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

SteelPeak Wealth, LLC held 42,556 XLF 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 42,556 shares
    Change vs previous 13F -139,786 shares

    0.06% of the 13F portfolio, value $2,281,418.

    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 182,342 shares
    Change vs previous 13F +104,951 shares

    0.28% of the 13F portfolio, value $9,002,247.

    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 77,391 shares
    Change vs previous 13F -44,213 shares

    0.14% of the 13F portfolio, value $4,238,691.

    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 121,604 shares
    Change vs previous 13F +7,279 shares

    0.22% of the 13F portfolio, value $6,550,817.

    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 114,325 shares
    Change vs previous 13F -4,077 shares

    0.23% of the 13F portfolio, value $5,987,212.

    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 118,402 shares
    Change vs previous 13F +67,516 shares

    0.25% of the 13F portfolio, value $5,897,622.

    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 50,886 shares
    Change vs previous 13F -516 shares

    0.1% of the 13F portfolio, value $2,459,312.

    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 51,402 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,329,531.

    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).