Steel Peak Wealth Management LLC
CIK
0001801868
City
WOODLAND HILLS
State / Country
CA
Holdings in DIA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $29,111,008 | 60,576 | Shares | Sole | 2026-01-20 |
| 2025-12-31 | $336,399 | 700 | Principal | Sole | 2026-01-20 |
| 2025-09-30 | $26,669,687 | 57,510 | Shares | Sole | 2025-10-21 |
| 2025-09-30 | $417,366 | 900 | Principal | Sole | 2025-10-21 |
| 2025-06-30 | $26,979,677 | 61,227 | Shares | Sole | 2025-07-23 |
| 2025-06-30 | $396,585 | 900 | Principal | Sole | 2025-07-23 |
| 2025-03-31 | $21,606,185 | 51,458 | Shares | Sole | 2025-05-01 |
| 2025-03-31 | $377,892 | 900 | Principal | Sole | 2025-05-01 |
| 2024-12-31 | $425,500 | 1,000 | Principal | Sole | 2025-01-23 |
| 2024-12-31 | $20,511,227 | 48,205 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $18,261,436 | 43,159 | Shares | Sole | 2024-10-25 |
| 2024-06-30 | $16,220,943 | 41,472 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $12,917,256 | 32,475 | Shares | Sole | 2024-04-18 |
| 2023-12-31 | $10,144,586 | 26,918 | Shares | Sole | 2024-01-24 |
| 2023-12-31 | $640,679 | 1,700 | Principal | Sole | 2024-01-24 |
| 2023-09-30 | $4,027,773 | 12,025 | Shares | Sole | 2023-11-03 |
| 2023-09-30 | $1,239,315 | 3,700 | Principal | Sole | 2023-11-03 |
| 2023-06-30 | $22,971,586 | 66,807 | Shares | Sole | 2023-08-03 |
| 2023-06-30 | $103,155 | 300 | Principal | Sole | 2023-08-03 |
| 2023-03-31 | $9,559,498 | 28,740 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $7,808,454 | 23,567 | Shares | Sole | 2023-01-25 |
| 2022-09-30 | $6,537,511 | 22,755 | Shares | Sole | 2022-10-26 |
| 2022-06-30 | $7,878,652 | 25,595 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $7,211,289 | 20,792 | Shares | Sole | 2022-05-10 |
| 2021-12-31 | $34,527,026 | 95,032 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $4,132,550 | 12,216 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $4,701,323 | 13,629 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $10,955,042 | 33,179 | Shares | Sole | 2021-05-18 |
| 2020-12-31 | $19,154,074 | 62,638 | Shares | Sole | 2021-02-04 |
| 2020-09-30 | $6,721,050 | 24,220 | Shares | Sole | 2020-10-26 |
| 2020-06-30 | $77,361 | 300 | Shares | Sole | 2020-07-21 |
| 2020-06-30 | $5,485,410 | 21,272 | Shares | Sole | 2020-07-21 |
| 2020-03-31 | $2,494,837 | 11,380 | Shares | Sole | 2020-04-16 |
| 2020-03-31 | $87,692 | 400 | Shares | Sole | 2020-04-16 |