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Regent Peak Wealth Advisors LLC: IWM position timeline

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

Regent Peak Wealth Advisors LLC held 7,460 IWM 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 7,460 shares
    Change vs previous 13F -103 shares

    0.36% of the 13F portfolio, value $2,073,059.

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

  2. period ended2026-06-30
    13F 7,563 shares
    Change vs previous 13F -127 shares

    0.42% of the 13F portfolio, value $2,272,303.

    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 7,690 shares
    Change vs previous 13F -50 shares

    0.39% of the 13F portfolio, value $1,907,120.

    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 7,740 shares
    Change vs previous 13F -121 shares

    0.38% of the 13F portfolio, value $1,905,278.

    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 7,861 shares
    Change vs previous 13F +124 shares

    0.38% of the 13F portfolio, value $1,902,048.

    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 7,737 shares
    Change vs previous 13F -2,407 shares

    0.36% of the 13F portfolio, value $1,543,454.

    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 10,144 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,241,418.

    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).