SteelPeak Wealth, LLC TMUS — T MOBILE US INC

Ownership history in SteelPeak Wealth, LLC  ·  36 quarters on record

AI Ownership Summary

SteelPeak Wealth, LLC reported T MOBILE US INC (TMUS) in 36 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.07% in 2024 Q3. The latest visible filing shows TMUS at 0.75% 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 TMUS 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 T MOBILE US 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
2026 Q2

TMUS was reported at 0.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.07% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

TMUS stock page SteelPeak Wealth, LLC fund profile SteelPeak Wealth, LLC full holdings
How SteelPeak Wealth, LLC held TMUS — position size vs. price
% of Fund (quarterly)    TMUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 17 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 171,871 +112,954 +191.7% 0.75% $28.8M 2026-07-13 $188.41
2026 Q1 REDUCED 24.9% -16.7% ✅ 58,917 -19,490 -24.9% 0.38% $12.4M 2026-05-05 $193.26
2025 Q4 ADDED — — — 78,407 +22,299 +39.7% 0.52% $15.9M 2026-01-20 $181.78
2025 Q3 REDUCED 44.8% -14.7% ✅ 56,108 -45,534 -44.8% 0.45% $13.4M 2025-10-21 $225.64
2025 Q2 ADDED — — — 101,642 +101,342 +33780.7% 0.94% $24.2M 2025-07-23 $229.60
2025 Q2 REDUCED 25.0% +0.2% ❌ 300 -100 -25.0% 0.00% $71K 2025-07-23 $229.60
2025 Q2 ADDED — — — 400 +200 +100.0% 0.00% $95K 2025-07-23 $229.60
2025 Q1 REDUCED 99.8% -10.3% ✅ 200 -92,774 -99.8% 0.00% $53K 2025-05-01 $241.54
2025 Q1 ADDED — — — 92,974 +92,674 +30891.3% 1.03% $24.8M 2025-05-01 $241.54
2025 Q1 REDUCED 99.7% -10.3% ✅ 300 -91,037 -99.7% 0.00% $80K 2025-05-01 $241.54
2024 Q4 ADDED — — — 91,337 +90,737 +15122.8% 0.82% $20.2M 2025-01-23 $210.56
2024 Q4 UNCHANGED — — — 600 — 0% 0.01% $132K 2025-01-23 $210.56
2024 Q3 REDUCED 99.5% +7.3% ❌ 600 -118,407 -99.5% 0.01% $124K 2024-10-25 $219.83
2024 Q3 ADDED — — — 119,007 +118,407 +19734.5% 1.07% $24.6M 2024-10-25 $219.83
2024 Q2 REDUCED 99.5% +17.5% ❌ 600 -111,722 -99.5% 0.00% $106K 2024-07-17 $177.68
2024 Q2 ADDED — — — 112,322 +15,417 +15.9% 0.92% $19.8M 2024-07-17 $177.68
2024 Q1 ADDED — — — 96,905 +96,505 +24126.2% 0.80% $15.8M 2024-04-18 $155.11
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TMUS

As of 2026 Q2 — sorted by position size

Leibman Financial Services, Inc. 2.24% First National Bank of Mount Dora, Trust Investment Services 3Y 2.0% Baker Chad R 3Y 7Y 1.97% Advanced Asset Management Advisors Inc 3Y 7Y 1.89% SYCOMORE ASSET MANAGEMENT 3Y 7Y 1.61% Post Resch Tallon Group Inc. 1.13% Waycross Investment Management Co 3Y 1.04% Eleva Capital SAS 0.88% COMMUNITY TRUST & INVESTMENT CO 3Y 7Y 0.87% Harbour Capital Advisors, LLC 3Y 7Y 0.82%

FAQ About SteelPeak Wealth, LLC and TMUS

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 TMUS?

SteelPeak Wealth, LLC reported TMUS across 17 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for TMUS was 1.07% in 2024 Q3.

What is the latest reported TMUS position on this page?

The most recent filing on this page is 2026 Q2, when SteelPeak Wealth, LLC reported 171,871 shares, equal to 0.75% of portfolio, with an estimated market value of $28.8M.

What does the chart on this TMUS ownership page compare?

The chart compares SteelPeak Wealth, LLC's quarterly TMUS 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 TMUS position?

Based on 13F filing dates vs. subsequent TMUS price moves, SteelPeak Wealth, LLC correctly timed 18 out of 34 reported position changes (53%). The annualised alpha on TMUS relative to SPY over the holding period was -0.5%.

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