Regent Peak Wealth Advisors LLC: AZO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Regent Peak Wealth Advisors LLC on AZO, newest first. How the timeline and the estimate are built.
Regent Peak Wealth Advisors LLC held 151 AZO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 151 sharesChange vs previous 13F +2 shares
0.07% of the 13F portfolio, value $427,333.
13F-HR 0001803329-26-000010 filed by Regent Peak Wealth Advisors LLC
Accepted , ingested - period ended2026-06-3013F 149 sharesChange vs previous 13F +3 shares
0.09% of the 13F portfolio, value $476,195.
13F-HR 0001803329-26-000006 filed by Regent Peak Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 146 sharesChange vs previous 13F -3 shares
0.1% of the 13F portfolio, value $493,156.
13F-HR 0001803329-26-000004 filed by Regent Peak Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 149 sharesChange vs previous 13F -1 shares
0.1% of the 13F portfolio, value $505,334.
13F-HR 0001803329-26-000002 filed by Regent Peak Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 150 sharesChange vs previous 13F +1 shares
0.13% of the 13F portfolio, value $643,536.
13F-HR 0001803329-25-000014 filed by Regent Peak Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 149 sharesChange vs previous 13F -2 shares
0.13% of the 13F portfolio, value $568,104.
13F-HR 0001803329-25-000005 filed by Regent Peak Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 151 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $483,502.
13F-HR/A 0001803329-25-000004 filed by Regent Peak Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).