Regent Peak Wealth Advisors LLC: GRMN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Regent Peak Wealth Advisors LLC on GRMN, newest first. How the timeline and the estimate are built.
Regent Peak Wealth Advisors LLC held 1,122 GRMN shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 1,122 sharesChange vs previous 13F -113 shares
0.06% of the 13F portfolio, value $321,845.
13F-HR 0001803329-26-000010 filed by Regent Peak Wealth Advisors LLC
Accepted , ingested - period ended2026-06-3013F 1,235 sharesChange vs previous 13F -25 shares
0.05% of the 13F portfolio, value $293,362.
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 1,260 sharesChange vs previous 13F +52 shares
0.06% of the 13F portfolio, value $292,333.
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 1,208 sharesChange vs previous 13F +185 shares
0.05% of the 13F portfolio, value $245,043.
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 1,023 sharesChange vs previous 13F +98 shares
0.05% of the 13F portfolio, value $251,883.
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).
- period ended2025-03-3113F 925 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $200,845.
13F-HR 0001803329-25-000005 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).