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SteelPeak Wealth, LLC: XLY position timeline

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

SteelPeak Wealth, LLC held 99,008 XLY 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 99,008 shares
    Change vs previous 13F +96,877 shares

    0.31% of the 13F portfolio, value $11,611,615.

    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 2,131 shares
    Change vs previous 13F -22,192 shares

    0.01% of the 13F portfolio, value $232,185.

    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 24,323 shares
    Change vs previous 13F +13,089 shares

    0.1% of the 13F portfolio, value $2,904,395.

    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 11,234 shares
    Change vs previous 13F +9,054 shares

    0.09% of the 13F portfolio, value $2,692,209.

    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 2,180 shares
    Change vs previous 13F -924 shares

    0.02% of the 13F portfolio, value $473,780.

    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 3,104 shares
    Change vs previous 13F -315 shares

    0.03% of the 13F portfolio, value $612,916.

    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 3,419 shares
    Change vs previous 13F -7,596 shares

    0.03% of the 13F portfolio, value $767,053.

    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 11,015 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,207,076.

    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).