Position in UVV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$215,775
-$10,603 QoQ
Shares Held
4,136
+6.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#148
of 232 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in UVV Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026SteelPeak Wealth, LLC holds $5,494,816 across 3 Tobacco names. UVV ranks #3 (3.9% of the industry book) .
All Filings in UVV
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,775 | 4,136 | Shares | Sole | 2026-07-13 | |
| 2025-06-30 | $226,378 | 3,887 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $256,989 | 4,585 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $254,512 | 4,641 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $246,855 | 4,648 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $210,204 | 4,362 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $228,912 | 4,426 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $300,718 | 4,467 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $220,753 | 4,676 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $204,953 | 4,104 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $238,110 | 4,502 | Shares | Sole | 2023-05-08 | |
| 2021-06-30 | $209,079 | 3,670 | Shares | Sole | 2021-08-13 | |
| 2020-03-31 | $205,576 | 4,650 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||