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Disclosery

Regent Peak Wealth Advisors LLC: DAL position timeline

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

Regent Peak Wealth Advisors LLC held 18,293 DAL 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 18,293 shares
    Change vs previous 13F +251 shares

    0.26% of the 13F portfolio, value $1,526,734.

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

  2. period ended2026-06-30
    13F 18,042 shares
    Change vs previous 13F -13,481 shares

    0.31% of the 13F portfolio, value $1,689,814.

    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 31,523 shares
    Change vs previous 13F -5,811 shares

    0.43% of the 13F portfolio, value $2,095,649.

    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 37,334 shares
    Change vs previous 13F -33,233 shares

    0.51% of the 13F portfolio, value $2,590,980.

    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 70,567 shares
    Change vs previous 13F -16,733 shares

    0.8% of the 13F portfolio, value $4,004,677.

    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 87,300 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,806,280.

    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).