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Disclosery

Regent Peak Wealth Advisors LLC: BND position timeline

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

Regent Peak Wealth Advisors LLC held 209,008 BND 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 209,008 shares
    Change vs previous 13F -461 shares

    2.54% of the 13F portfolio, value $14,661,879.

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

  2. period ended2026-06-30
    13F 209,469 shares
    Change vs previous 13F -126,876 shares

    2.85% of the 13F portfolio, value $15,377,103.

    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 336,345 shares
    Change vs previous 13F +23,176 shares

    5.05% of the 13F portfolio, value $24,768,437.

    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 313,169 shares
    Change vs previous 13F -4,805 shares

    4.57% of the 13F portfolio, value $23,196,406.

    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 317,974 shares
    Change vs previous 13F +17,695 shares

    4.74% of the 13F portfolio, value $23,647,745.

    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 300,279 shares
    Change vs previous 13F +20,059 shares

    5.21% of the 13F portfolio, value $22,055,500.

    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 280,220 shares
    Change vs previous 13F not available

    4.52% of the 13F portfolio, value $20,150,653.

    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).