Skip to content

Regent Peak Wealth Advisors LLC: LIN position timeline

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

Regent Peak Wealth Advisors LLC held 1,507 LIN shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,507 shares
    Change vs previous 13F +135 shares

    0.14% of the 13F portfolio, value $781,936.

    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).

  2. period ended2026-03-31
    13F 1,372 shares
    Change vs previous 13F -257 shares

    0.14% of the 13F portfolio, value $679,994.

    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).

  3. period ended2025-12-31
    13F 1,629 shares
    Change vs previous 13F -190 shares

    0.14% of the 13F portfolio, value $694,775.

    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).

  4. period ended2025-09-30
    13F 1,819 shares
    Change vs previous 13F -8 shares

    0.17% of the 13F portfolio, value $864,137.

    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).

  5. period ended2025-03-31
    13F 1,827 shares
    Change vs previous 13F -4 shares

    0.2% of the 13F portfolio, value $850,667.

    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).

  6. period ended2024-12-31
    13F/A 1,831 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $766,458.

    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).

  7. period ended2024-09-30
    13F 1,831 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $872,901.

    13F-HR 0001803329-24-000007 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).