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Regent Peak Wealth Advisors LLC: IWF position timeline

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

Regent Peak Wealth Advisors LLC held 149,097 IWF 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 149,097 shares
    Change vs previous 13F +4,805 shares

    3.24% of the 13F portfolio, value $18,676,107.

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

  2. period ended2026-06-30
    13F 144,292 shares
    Change vs previous 13F +108,308 shares

    3.32% of the 13F portfolio, value $17,916,760.

    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 35,984 shares
    Change vs previous 13F -3,621 shares

    3.13% of the 13F portfolio, value $15,343,613.

    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 39,605 shares
    Change vs previous 13F -476 shares

    3.7% of the 13F portfolio, value $18,745,108.

    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 40,081 shares
    Change vs previous 13F +676 shares

    3.76% of the 13F portfolio, value $18,774,255.

    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 39,405 shares
    Change vs previous 13F -763 shares

    3.36% of the 13F portfolio, value $14,228,836.

    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 40,168 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $16,130,626.

    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).