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SteelPeak Wealth, LLC: XSLV position timeline

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

SteelPeak Wealth, LLC held 10,564 XSLV 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 10,564 shares
    Change vs previous 13F -1,336 shares

    0.01% of the 13F portfolio, value $553,650.

    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 11,900 shares
    Change vs previous 13F -147 shares

    0.02% of the 13F portfolio, value $561,627.

    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 12,047 shares
    Change vs previous 13F -2,302 shares

    0.02% of the 13F portfolio, value $558,620.

    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 14,349 shares
    Change vs previous 13F -259 shares

    0.02% of the 13F portfolio, value $664,503.

    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 14,608 shares
    Change vs previous 13F +1,219 shares

    0.03% of the 13F portfolio, value $665,395.

    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 13,389 shares
    Change vs previous 13F +152 shares

    0.03% of the 13F portfolio, value $618,242.

    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 13,237 shares
    Change vs previous 13F +518 shares

    0.03% of the 13F portfolio, value $625,143.

    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 12,719 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $612,039.

    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).