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Disclosery

Regent Peak Wealth Advisors LLC: MRSH position timeline

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

Regent Peak Wealth Advisors LLC held 1,006 MRSH shares at 2025-03-31 per its 13F-HR filed 2025-04-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 1,006 shares
    Change vs previous 13F -11 shares

    0.06% of the 13F portfolio, value $245,494.

    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).

  2. period ended2024-12-31
    13F/A 1,017 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $216,021.

    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).