SteelPeak Wealth, LLC CMCSA — COMCAST CORP NEW

Ownership history in SteelPeak Wealth, LLC  ·  34 quarters on record

AI Ownership Summary

SteelPeak Wealth, LLC reported COMCAST CORP NEW (CMCSA) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.16% in 2023 Q4. The latest visible filing shows CMCSA at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMCSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SteelPeak Wealth, LLC's position in COMCAST CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CMCSA was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.16% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CMCSA stock page SteelPeak Wealth, LLC fund profile SteelPeak Wealth, LLC full holdings
How SteelPeak Wealth, LLC held CMCSA — position size vs. price
% of Fund (quarterly)    CMCSA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 18 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 99.0% -3.9% ✅ 2,700 -256,783 -99.0% 0.00% $85K 2025-10-21 $27.44
2025 Q3 ADDED — — — 259,483 +257,383 +12256.3% 0.27% $8.2M 2025-10-21 $27.44
2025 Q2 REDUCED 99.6% -11.0% ✅ 2,100 -497,336 -99.6% 0.00% $75K 2025-07-23 $32.43
2025 Q2 ADDED — — — 499,436 +497,436 +24871.8% 0.69% $17.8M 2025-07-23 $32.43
2025 Q1 REDUCED 51.2% -2.4% ✅ 2,000 -2,100 -51.2% 0.00% $74K 2025-05-01 $30.37
2025 Q1 REDUCED 98.8% -2.4% ✅ 4,100 -330,352 -98.8% 0.01% $151K 2025-05-01 $30.37
2025 Q1 ADDED — — — 334,452 +332,052 +13835.5% 0.51% $12.3M 2025-05-01 $30.37
2024 Q4 ADDED — — — 2,400 +400 +20.0% 0.00% $90K 2025-01-23 $33.34
2024 Q4 REDUCED 99.4% -0.9% ✅ 2,000 -312,681 -99.4% 0.00% $75K 2025-01-23 $33.34
2024 Q4 ADDED — — — 314,681 +314,281 +78570.2% 0.48% $11.8M 2025-01-23 $33.34
2024 Q3 REDUCED 99.6% -9.8% ✅ 400 -99,455 -99.6% 0.00% $17K 2024-10-25 $36.76
2024 Q3 ADDED — — — 99,855 +99,455 +24863.8% 0.18% $4.2M 2024-10-25 $36.76
2024 Q2 REDUCED 99.9% +7.5% ❌ 400 -590,348 -99.9% 0.00% $16K 2024-07-17 $35.55
2024 Q2 ADDED — — — 590,748 +590,248 +118049.6% 1.07% $23.1M 2024-07-17 $35.55
2024 Q1 REDUCED 99.8% -11.3% ✅ 500 -239,198 -99.8% 0.00% $22K 2024-04-18 $34.42
2024 Q1 REDUCED 47.3% -11.3% ✅ 239,698 -215,461 -47.3% 0.52% $10.4M 2024-04-18 $34.42
2023 Q4 ADDED — — — 455,159 +454,659 +90931.8% 1.16% $20.0M 2024-01-24 $37.77
2023 Q4 REDUCED 99.9% -2.9% ✅ 500 -365,413 -99.9% 0.00% $22K 2024-01-24 $37.77
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CMCSA

As of 2026 Q1 — sorted by position size

Metropolis Capital Ltd 3Y 7Y 7.36% Pacific Capital Partners Ltd 3.41% MATRIX ASSET ADVISORS INC/NY 3Y 7Y 2.38% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 2.17% TWIN CITY PRIVATE WEALTH, LLC 1.9% GODSEY & GIBB, INC 3Y 7Y 1.42% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 1.24% LifePlan Financial, LLC 1.16% CULLEN INVESTMENT GROUP, LTD. 1.15% Verity & Verity, LLC 3Y 7Y 1.13%

FAQ About SteelPeak Wealth, LLC and CMCSA

These are the practical questions this page is built to answer before you even open the full history table.

How long has SteelPeak Wealth, LLC reported owning CMCSA?

SteelPeak Wealth, LLC reported CMCSA across 18 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CMCSA position in SteelPeak Wealth, LLC's portfolio?

The largest reported portfolio weight for CMCSA was 1.16% in 2023 Q4.

What is the latest reported CMCSA position on this page?

The most recent filing on this page is 2025 Q3, when SteelPeak Wealth, LLC reported 2,700 shares, equal to 0.00% of portfolio, with an estimated market value of $85K.

What does the chart on this CMCSA ownership page compare?

The chart compares SteelPeak Wealth, LLC's quarterly CMCSA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SteelPeak Wealth, LLC time their CMCSA position?

Based on 13F filing dates vs. subsequent CMCSA price moves, SteelPeak Wealth, LLC correctly timed 12 out of 33 reported position changes (36%). The annualised alpha on CMCSA relative to SPY over the holding period was -11.7%.

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