Regent Peak Wealth Advisors LLC: BX position timeline

Regent Peak Wealth Advisors LLC held 0 BX shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -1,947 shares

   13F-HR 0001803329-26-000004 filed by Regent Peak Wealth Advisors LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 1,947 shares

   Change vs previous 13F +49 shares

   0.06% of the 13F portfolio, value $300,111.

   13F-HR 0001803329-26-000002 filed by Regent Peak Wealth Advisors LLC
   Filed 2026-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 1,898 shares

   Change vs previous 13F +102 shares

   0.06% of the 13F portfolio, value $324,331.

   13F-HR 0001803329-25-000014 filed by Regent Peak Wealth Advisors LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-03-31

   13F 1,796 shares

   Change vs previous 13F -65 shares

   0.06% of the 13F portfolio, value $251,041.

   13F-HR 0001803329-25-000005 filed by Regent Peak Wealth Advisors LLC
   Filed 2025-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F/A 1,861 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $320,942.

   13F-HR/A 0001803329-25-000004 filed by Regent Peak Wealth Advisors LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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