Regent Peak Wealth Advisors LLC: CDNS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Regent Peak Wealth Advisors LLC on CDNS, newest first. How the timeline and the estimate are built.
Regent Peak Wealth Advisors LLC held 1,782 CDNS shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 1,782 sharesChange vs previous 13F +85 shares
0.1% of the 13F portfolio, value $588,390.
13F-HR 0001803329-26-000010 filed by Regent Peak Wealth Advisors LLC
Accepted , ingested - period ended2026-06-3013F 1,697 sharesChange vs previous 13F +42 shares
0.12% of the 13F portfolio, value $636,918.
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 1,655 sharesChange vs previous 13F +17 shares
0.09% of the 13F portfolio, value $459,875.
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 1,638 sharesChange vs previous 13F +5 shares
0.1% of the 13F portfolio, value $512,006.
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 1,633 sharesChange vs previous 13F +20 shares
0.11% of the 13F portfolio, value $573,608.
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 1,613 sharesChange vs previous 13F -117 shares
0.1% of the 13F portfolio, value $410,234.
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 1,730 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $519,796.
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).