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Regent Peak Wealth Advisors LLC: ORCL position timeline

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

Regent Peak Wealth Advisors LLC held 7,211 ORCL 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 7,211 shares
    Change vs previous 13F -506 shares

    0.17% of the 13F portfolio, value $990,075.

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

  2. period ended2026-06-30
    13F 7,717 shares
    Change vs previous 13F -455 shares

    0.21% of the 13F portfolio, value $1,130,932.

    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 8,172 shares
    Change vs previous 13F -14 shares

    0.25% of the 13F portfolio, value $1,202,188.

    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 8,186 shares
    Change vs previous 13F +491 shares

    0.31% of the 13F portfolio, value $1,595,540.

    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 7,695 shares
    Change vs previous 13F -922 shares

    0.43% of the 13F portfolio, value $2,164,152.

    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 8,617 shares
    Change vs previous 13F -817 shares

    0.28% of the 13F portfolio, value $1,204,748.

    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 9,434 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,572,088.

    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).