TOST β€” TOAST INC

Ownership history in SteelPeak Wealth, LLC  Β·  3 quarters on record

AI Ownership Summary

SteelPeak Wealth, LLC reported TOAST INC (TOST) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows TOST at 0.02% 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.

What this TOST 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 TOAST INC, 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

TOST was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 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.

How SteelPeak Wealth, LLC held TOST β€” position size vs. price
% of Fund (quarterly)    TOST price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 20,270 β€” 0% 0.02% $740K 2025-10-21 $38.55
2025 Q2 ADDED 20,270 +5,000 +32.7% 0.03% $898K 2025-07-23 $47.43
2025 Q1 INITIATED 15,270 β€” β€” 0.02% $507K 2025-05-01 $35.30

FAQ About SteelPeak Wealth, LLC and TOST

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 TOST?

SteelPeak Wealth, LLC reported TOST across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

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

The largest reported portfolio weight for TOST was 0.03% in 2025 Q2.

What is the latest reported TOST position on this page?

The most recent filing on this page is 2025 Q3, when SteelPeak Wealth, LLC reported 20,270 shares, equal to 0.02% of portfolio, with an estimated market value of $740K.

What does the chart on this TOST ownership page compare?

The chart compares SteelPeak Wealth, LLC's quarterly TOST 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.

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