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Regent Peak Wealth Advisors LLC: ITOT position timeline

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

Regent Peak Wealth Advisors LLC held 78,241 ITOT 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 78,241 shares
    Change vs previous 13F -1,333 shares

    2.25% of the 13F portfolio, value $13,009,870.

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

  2. period ended2026-06-30
    13F 79,574 shares
    Change vs previous 13F -3,862 shares

    2.42% of the 13F portfolio, value $13,071,613.

    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 83,436 shares
    Change vs previous 13F -7,790 shares

    2.42% of the 13F portfolio, value $11,883,811.

    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 91,226 shares
    Change vs previous 13F -1,562 shares

    2.67% of the 13F portfolio, value $13,564,418.

    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 92,788 shares
    Change vs previous 13F -3,524 shares

    2.71% of the 13F portfolio, value $13,514,500.

    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 96,312 shares
    Change vs previous 13F -4,150 shares

    2.77% of the 13F portfolio, value $11,751,062.

    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 100,462 shares
    Change vs previous 13F not available

    2.9% of the 13F portfolio, value $12,921,359.

    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).