Advertisement
Screener

SteelPeak Wealth, LLC Last Quarter Change: USA Bonds: Zero-Coupon Convertibles, Sold Out

SteelPeak Wealth, LLC quarter change: USA Bonds: Zero-Coupon Convertibles, Sold out

In zero-coupon convertible notes (no coupon in the filed class) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, SteelPeak Wealth, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1801868): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-07-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
BAIN CAPITAL INVESTORS LLCUnited States$3.268B7
EverSource Wealth Advisors, LLCUnited States$3.282B27,822
PARK NATIONAL CORP /OH/United States$3.282B605
Moran Wealth Management, LLCUnited States$3.266B780
Prana Capital Management, LPUnited States$3.288B131
Matson Money. Inc.United States$3.261B9
Compound Planning, Inc.United States$3.259B2,197
Fund Evaluation Group, LLCUnited States$3.255B73
Ameritas Investment Partners, Inc.United States$3.254B3,722
Freestone Capital Holdings, LLCUnited States$3.297B571