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Regent Peak Wealth Advisors LLC: ACN position timeline

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

Regent Peak Wealth Advisors LLC held 68,272 ACN 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 68,272 shares
    Change vs previous 13F -5,915 shares

    2.17% of the 13F portfolio, value $12,519,037.

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

  2. period ended2026-06-30
    13F 74,187 shares
    Change vs previous 13F +7,018 shares

    1.71% of the 13F portfolio, value $9,231,830.

    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 67,169 shares
    Change vs previous 13F +10,917 shares

    2.72% of the 13F portfolio, value $13,318,941.

    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 56,252 shares
    Change vs previous 13F +1,817 shares

    2.98% of the 13F portfolio, value $15,092,412.

    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 54,435 shares
    Change vs previous 13F +6,692 shares

    2.69% of the 13F portfolio, value $13,423,671.

    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 47,743 shares
    Change vs previous 13F -2,272 shares

    3.52% of the 13F portfolio, value $14,897,726.

    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 50,015 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $17,594,777.

    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).