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SteelPeak Wealth, LLC: XLK position timeline

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

SteelPeak Wealth, LLC held 108,265 XLK 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 108,265 shares
    Change vs previous 13F -26,666 shares

    0.54% of the 13F portfolio, value $20,626,637.

    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 134,931 shares
    Change vs previous 13F +57,040 shares

    0.56% of the 13F portfolio, value $17,932,357.

    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 77,891 shares
    Change vs previous 13F +43,279 shares

    0.37% of the 13F portfolio, value $11,214,030.

    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 34,612 shares
    Change vs previous 13F -307 shares

    0.33% of the 13F portfolio, value $9,755,753.

    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 34,919 shares
    Change vs previous 13F -21,835 shares

    0.34% of the 13F portfolio, value $8,842,569.

    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 56,754 shares
    Change vs previous 13F +15,914 shares

    0.5% of the 13F portfolio, value $11,718,520.

    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 40,840 shares
    Change vs previous 13F +7,022 shares

    0.39% of the 13F portfolio, value $9,496,112.

    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 33,818 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $7,634,860.

    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).