Regent Peak Wealth Advisors LLC: DGRO position timeline

Regent Peak Wealth Advisors LLC held 351,223 DGRO 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 351,223 shares

   Change vs previous 13F +16,681 shares

   4.59% of the 13F portfolio, value $26,478,728.

   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 334,542 shares

   Change vs previous 13F +5,589 shares

   4.69% of the 13F portfolio, value $25,354,940.

   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 328,953 shares

   Change vs previous 13F -26,171 shares

   4.71% of the 13F portfolio, value $23,085,929.

   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 ended2025-12-31

   13F 355,124 shares

   Change vs previous 13F -327 shares

   4.86% of the 13F portfolio, value $24,652,742.

   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).

5. period ended2025-09-30

   13F 355,451 shares

   Change vs previous 13F +13,999 shares

   4.85% of the 13F portfolio, value $24,199,130.

   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).

6. period ended2025-03-31

   13F 341,452 shares

   Change vs previous 13F +6,876 shares

   4.98% of the 13F portfolio, value $21,094,876.

   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).

7. period ended2024-12-31

   13F/A 334,576 shares

   Change vs previous 13F not available

   4.61% of the 13F portfolio, value $20,522,876.

   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).