Regent Peak Wealth Advisors LLC: COP position timeline

Regent Peak Wealth Advisors LLC held 2,074 COP 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 2,074 shares

   Change vs previous 13F +71 shares

   0.04% of the 13F portfolio, value $259,565.

   13F-HR 0001803329-26-000010 filed by Regent Peak Wealth Advisors LLC
   Accepted 2026-10-13 16:34:38 UTC, ingested 2026-10-13 16:35:13 UTC

2. period ended2026-06-30

   13F 2,003 shares

   Change vs previous 13F +134 shares

   0.04% of the 13F portfolio, value $208,232.

   13F-HR 0001803329-26-000006 filed by Regent Peak Wealth Advisors LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 1,869 shares

   Change vs previous 13F -39 shares

   0.05% of the 13F portfolio, value $246,708.

   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).

4. period ended2025-03-31

   13F 1,908 shares

   Change vs previous 13F -116 shares

   0.05% of the 13F portfolio, value $200,378.

   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 2,024 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $200,720.

   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).