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Regent Peak Wealth Advisors LLC: IBIT position timeline

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

Regent Peak Wealth Advisors LLC held 68,721 IBIT 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 68,721 shares
    Change vs previous 13F +2,444 shares

    0.56% of the 13F portfolio, value $3,253,252.

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

  2. period ended2026-06-30
    13F 66,277 shares
    Change vs previous 13F -4,386 shares

    0.41% of the 13F portfolio, value $2,206,361.

    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 70,663 shares
    Change vs previous 13F +9,551 shares

    0.55% of the 13F portfolio, value $2,714,872.

    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 61,112 shares
    Change vs previous 13F +51,669 shares

    0.6% of the 13F portfolio, value $3,034,211.

    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 9,443 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $613,795.

    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).