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Regent Peak Wealth Advisors LLC: OWL position timeline

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

Regent Peak Wealth Advisors LLC held 460,621 OWL 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 460,621 shares
    Change vs previous 13F -1,717 shares

    0.08% of the 13F portfolio, value $464,796.

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

  2. period ended2026-06-30
    13F 462,338 shares
    Change vs previous 13F +152 shares

    0.09% of the 13F portfolio, value $479,644.

    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 462,186 shares
    Change vs previous 13F +522 shares

    0.1% of the 13F portfolio, value $479,105.

    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 461,664 shares
    Change vs previous 13F +1,850 shares

    0.1% of the 13F portfolio, value $491,440.

    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 459,814 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $464,370.

    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).