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Regent Peak Wealth Advisors LLC: JAAA position timeline

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

Regent Peak Wealth Advisors LLC held 169,420 JAAA 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 169,420 shares
    Change vs previous 13F +3,755 shares

    1.48% of the 13F portfolio, value $8,550,620.

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

  2. period ended2026-06-30
    13F 165,665 shares
    Change vs previous 13F -364 shares

    1.55% of the 13F portfolio, value $8,364,430.

    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 166,029 shares
    Change vs previous 13F +4,272 shares

    1.71% of the 13F portfolio, value $8,362,902.

    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 161,757 shares
    Change vs previous 13F -3,417 shares

    1.61% of the 13F portfolio, value $8,181,669.

    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 165,174 shares
    Change vs previous 13F +4,856 shares

    1.68% of the 13F portfolio, value $8,387,536.

    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 160,318 shares
    Change vs previous 13F +32,661 shares

    1.92% of the 13F portfolio, value $8,129,726.

    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 127,657 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $6,473,486.

    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).