Regent Peak Wealth Advisors LLC: ETHA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Regent Peak Wealth Advisors LLC on ETHA, newest first. How the timeline and the estimate are built.
Regent Peak Wealth Advisors LLC held 24,870 ETHA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 24,870 sharesChange vs previous 13F +2,410 shares
0.09% of the 13F portfolio, value $500,384.
13F-HR 0001803329-26-000010 filed by Regent Peak Wealth Advisors LLC
Accepted , ingested - period ended2026-06-3013F 22,460 sharesChange vs previous 13F -1,603 shares
0.05% of the 13F portfolio, value $267,049.
13F-HR 0001803329-26-000006 filed by Regent Peak Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,063 sharesChange vs previous 13F +7,641 shares
0.08% of the 13F portfolio, value $380,917.
13F-HR 0001803329-26-000004 filed by Regent Peak Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,422 sharesChange vs previous 13F +8,281 shares
0.07% of the 13F portfolio, value $368,345.
13F-HR 0001803329-26-000002 filed by Regent Peak Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,141 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $256,523.
13F-HR 0001803329-25-000014 filed by Regent Peak Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).