Steel Peak Wealth Management LLC
CIK
0001801868
City
WOODLAND HILLS
State / Country
CA
Holdings in PACB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $152,259 | 81,422 | Shares | Sole | 2026-01-20 |
| 2025-09-30 | $38,310 | 29,930 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $18,976 | 15,304 | Shares | Sole | 2025-07-23 |
| 2024-12-31 | $18,731 | 10,236 | Shares | Sole | 2025-01-23 |
| 2024-03-31 | $354,708 | 94,589 | Shares | Sole | 2024-04-18 |
| 2023-06-30 | $210,778 | 15,848 | Shares | Sole | 2023-08-03 |
| 2021-09-30 | $357,776 | 14,003 | Shares | Sole | 2021-11-15 |
| 2021-06-30 | $246,608 | 7,052 | Shares | Sole | 2021-08-13 |