Hldgs shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Hldgs (UAL) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Hldgs
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All positions including Hldgs held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Hldgs by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $403k | 4.2k | 96.50 |
| 2025-06-30 | $651k | 8.2k | 79.63 |
| 2025-03-31 | $1.1M | 16k | 69.05 |
| 2024-12-31 | $529k | 5.4k | 97.10 |
| 2024-09-30 | $201k | 3.5k | 57.06 |
| 2024-06-30 | $287k | 5.9k | 48.66 |
| 2024-03-31 | $219k | 4.6k | 47.88 |
| 2023-09-30 | $544k | 13k | 42.30 |
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