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Disclosery

Regent Peak Wealth Advisors LLC: DIS position timeline

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

Regent Peak Wealth Advisors LLC held 3,521 DIS 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 3,521 shares
    Change vs previous 13F +143 shares

    0.06% of the 13F portfolio, value $369,359.

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

  2. period ended2026-06-30
    13F 3,378 shares
    Change vs previous 13F -243 shares

    0.06% of the 13F portfolio, value $325,133.

    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 3,621 shares
    Change vs previous 13F -181 shares

    0.07% of the 13F portfolio, value $348,992.

    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 3,802 shares
    Change vs previous 13F +78 shares

    0.09% of the 13F portfolio, value $432,554.

    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 3,724 shares
    Change vs previous 13F +872 shares

    0.09% of the 13F portfolio, value $426,398.

    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 2,852 shares
    Change vs previous 13F -68 shares

    0.07% of the 13F portfolio, value $281,492.

    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 2,920 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $325,142.

    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).