Skip to content
Disclosery

Regent Peak Wealth Advisors LLC: DGRW position timeline

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

Regent Peak Wealth Advisors LLC held 3,671 DGRW 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 3,671 shares
    Change vs previous 13F -16 shares

    0.06% of the 13F portfolio, value $356,968.

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

  2. period ended2026-06-30
    13F 3,687 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $352,551.

    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 3,687 shares
    Change vs previous 13F -570 shares

    0.07% of the 13F portfolio, value $323,866.

    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 4,257 shares
    Change vs previous 13F -113 shares

    0.08% of the 13F portfolio, value $380,704.

    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 4,370 shares
    Change vs previous 13F -407 shares

    0.08% of the 13F portfolio, value $388,755.

    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 4,777 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $381,491.

    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).

  7. period ended2024-12-31
    13F/A 4,777 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $386,603.

    13F-HR/A 0001803329-25-000004 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).