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Regent Peak Wealth Advisors LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Regent Peak Wealth Advisors LLC on AAPL, newest first. How the timeline and the estimate are built.

Regent Peak Wealth Advisors LLC held 107,772 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 107,772 shares
    Change vs previous 13F -394 shares

    6.22% of the 13F portfolio, value $35,889,515.

    13F-HR 0001803329-26-000010 filed by Regent Peak Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 108,166 shares
    Change vs previous 13F +308 shares

    5.79% of the 13F portfolio, value $31,298,880.

    13F-HR 0001803329-26-000006 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 107,858 shares
    Change vs previous 13F -1,582 shares

    5.58% of the 13F portfolio, value $27,373,382.

    13F-HR 0001803329-26-000004 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 109,440 shares
    Change vs previous 13F +175 shares

    5.87% of the 13F portfolio, value $29,752,346.

    13F-HR 0001803329-26-000002 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 109,265 shares
    Change vs previous 13F -2,202 shares

    5.57% of the 13F portfolio, value $27,822,219.

    13F-HR 0001803329-25-000014 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 111,467 shares
    Change vs previous 13F -391 shares

    5.84% of the 13F portfolio, value $24,760,147.

    13F-HR 0001803329-25-000005 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 111,858 shares
    Change vs previous 13F not available

    6.29% of the 13F portfolio, value $28,011,502.

    13F-HR/A 0001803329-25-000004 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).