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Regent Peak Wealth Advisors LLC: META position timeline

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

Regent Peak Wealth Advisors LLC held 5,486 META 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 5,486 shares
    Change vs previous 13F -32 shares

    0.57% of the 13F portfolio, value $3,090,209.

    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 5,518 shares
    Change vs previous 13F +177 shares

    0.64% of the 13F portfolio, value $3,157,013.

    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 5,341 shares
    Change vs previous 13F +204 shares

    0.7% of the 13F portfolio, value $3,525,541.

    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 5,137 shares
    Change vs previous 13F +312 shares

    0.76% of the 13F portfolio, value $3,772,510.

    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 4,825 shares
    Change vs previous 13F -195 shares

    0.66% of the 13F portfolio, value $2,780,937.

    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 5,020 shares
    Change vs previous 13F +277 shares

    0.66% of the 13F portfolio, value $2,939,260.

    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 4,743 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,715,083.

    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).