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Regent Peak Wealth Advisors LLC: MSFT position timeline

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

Regent Peak Wealth Advisors LLC held 29,454 MSFT 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 29,454 shares
    Change vs previous 13F +1,229 shares

    2.62% of the 13F portfolio, value $15,106,556.

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

  2. period ended2026-06-30
    13F 28,225 shares
    Change vs previous 13F +276 shares

    1.95% of the 13F portfolio, value $10,528,599.

    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 27,949 shares
    Change vs previous 13F +1,092 shares

    2.11% of the 13F portfolio, value $10,346,031.

    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 26,857 shares
    Change vs previous 13F +20 shares

    2.56% of the 13F portfolio, value $12,988,353.

    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 26,837 shares
    Change vs previous 13F -292 shares

    2.78% of the 13F portfolio, value $13,900,198.

    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 27,129 shares
    Change vs previous 13F -2,018 shares

    2.4% of the 13F portfolio, value $10,184,004.

    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 29,147 shares
    Change vs previous 13F not available

    2.76% of the 13F portfolio, value $12,285,602.

    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).