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SteelPeak Wealth, LLC: XLV position timeline

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

SteelPeak Wealth, LLC held 27,492 XLV 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 27,492 shares
    Change vs previous 13F +13,967 shares

    0.11% of the 13F portfolio, value $4,361,956.

    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 13,525 shares
    Change vs previous 13F +947 shares

    0.06% of the 13F portfolio, value $1,982,841.

    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 12,578 shares
    Change vs previous 13F -2,320 shares

    0.06% of the 13F portfolio, value $1,947,075.

    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 14,898 shares
    Change vs previous 13F +2,557 shares

    0.07% of the 13F portfolio, value $2,073,309.

    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 12,341 shares
    Change vs previous 13F -2,624 shares

    0.06% of the 13F portfolio, value $1,663,398.

    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 14,965 shares
    Change vs previous 13F -45,723 shares

    0.09% of the 13F portfolio, value $2,185,103.

    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 60,688 shares
    Change vs previous 13F +22,150 shares

    0.35% of the 13F portfolio, value $8,348,799.

    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 38,538 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $5,935,552.

    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).