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Regent Peak Wealth Advisors LLC: IEFA position timeline

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

Regent Peak Wealth Advisors LLC held 340,655 IEFA 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 340,655 shares
    Change vs previous 13F +17,933 shares

    5.72% of the 13F portfolio, value $33,002,654.

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

  2. period ended2026-06-30
    13F 322,722 shares
    Change vs previous 13F +4,923 shares

    5.77% of the 13F portfolio, value $31,168,461.

    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 317,799 shares
    Change vs previous 13F -128,364 shares

    5.87% of the 13F portfolio, value $28,770,342.

    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 446,163 shares
    Change vs previous 13F -2,559 shares

    7.87% of the 13F portfolio, value $39,913,740.

    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 448,722 shares
    Change vs previous 13F +10,314 shares

    7.85% of the 13F portfolio, value $39,177,913.

    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 438,408 shares
    Change vs previous 13F +38,263 shares

    7.83% of the 13F portfolio, value $33,165,575.

    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 400,145 shares
    Change vs previous 13F not available

    6.31% of the 13F portfolio, value $28,122,199.

    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).