Position in NDAQ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$258,371
+$476 QoQ
Shares Held
3,278
+7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#772
of 1,081 holders
Holding Since
Sep 2021
10 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $5,316,329 across 3 Financial Data & Stock Exchanges names. NDAQ ranks #3 (4.9% of the industry book) .
All Filings in NDAQ
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,371 | 3,278 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $257,895 | 3,038 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $292,555 | 3,012 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $304,091 | 3,438 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $308,141 | 3,446 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $285,992 | 3,770 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $265,250 | 3,431 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $256,922 | 3,519 | Shares | Sole | 2024-10-25 | |
| 2021-12-31 | $446,271 | 2,125 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $328,134 | 1,700 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||