Steel Peak Wealth Management LLC
CIK
0001801868
City
WOODLAND HILLS
State / Country
CA
Holdings in STK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $299,323 | 8,136 | Shares | Sole | 2026-01-20 |
| 2025-09-30 | $276,061 | 7,816 | Shares | Sole | 2025-10-21 |
| 2025-06-30 | $234,126 | 7,699 | Shares | Sole | 2025-07-23 |
| 2025-03-31 | $212,004 | 7,577 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $203,841 | 6,380 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $210,786 | 6,294 | Shares | Sole | 2024-10-25 |
| 2020-03-31 | $397,777 | 22,486 | Shares | Sole | 2020-04-16 |