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Regent Peak Wealth Advisors LLC: C position timeline

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

Regent Peak Wealth Advisors LLC held 4,911 C 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 4,911 shares
    Change vs previous 13F +344 shares

    0.11% of the 13F portfolio, value $635,889.

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

  2. period ended2026-06-30
    13F 4,567 shares
    Change vs previous 13F +346 shares

    0.12% of the 13F portfolio, value $639,197.

    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 4,221 shares
    Change vs previous 13F +331 shares

    0.1% of the 13F portfolio, value $478,704.

    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 3,890 shares
    Change vs previous 13F +172 shares

    0.09% of the 13F portfolio, value $453,924.

    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 3,718 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $377,377.

    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).