Steel Peak Wealth Management LLC
Holdings in ISD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,702,793 | 739,654 | Shares | Sole | 2026-01-20 |
| 2025-09-30 | $10,309,899 | 716,961 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $9,326,113 | 658,159 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $9,937,565 | 697,373 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $9,561,882 | 698,968 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $9,104,074 | 653,090 | Shares | Sole | 2024-10-25 |
| 2024-06-30 | $6,281,524 | 487,696 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $2,914,696 | 224,380 | Shares | Sole | 2024-04-18 |