Steel Peak Wealth Management LLC
CIK
0001801868
City
WOODLAND HILLS
State / Country
CA
Holdings in ETV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $603,909 | 42,055 | Shares | Sole | 2026-01-20 |
| 2025-09-30 | $593,028 | 41,616 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $584,259 | 42,124 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $586,999 | 44,436 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $636,374 | 44,162 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $595,704 | 43,167 | Shares | Sole | 2024-10-25 |
| 2024-06-30 | $587,427 | 42,972 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $557,735 | 43,135 | Shares | Sole | 2024-04-18 |
| 2023-12-31 | $488,181 | 39,593 | Shares | Sole | 2024-01-24 |
| 2023-09-30 | $346,974 | 28,987 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $402,697 | 31,510 | Shares | Sole | 2023-08-03 |
| 2023-03-31 | $383,042 | 30,328 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $329,521 | 26,834 | Shares | Sole | 2023-01-25 |
| 2022-09-30 | $314,219 | 23,895 | Shares | Sole | 2022-10-26 |
| 2022-06-30 | $297,368 | 22,011 | Shares | Sole | 2022-08-02 |
| 2022-03-31 | $320,163 | 20,497 | Shares | Sole | 2022-05-10 |
| 2021-12-31 | $340,089 | 20,316 | Shares | Sole | 2022-01-31 |
| 2021-09-30 | $322,006 | 20,138 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $326,397 | 20,049 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $311,689 | 20,122 | Shares | Sole | 2021-05-18 |
| 2020-12-31 | $332,711 | 21,675 | Shares | Sole | 2021-02-04 |
| 2020-09-30 | $331,187 | 23,947 | Shares | Sole | 2020-10-26 |
| 2020-06-30 | $334,276 | 23,674 | Shares | Sole | 2020-07-21 |
| 2020-03-31 | $769,536 | 63,809 | Shares | Sole | 2020-04-16 |