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Disclosery

Regent Peak Wealth Advisors LLC: PG position timeline

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

Regent Peak Wealth Advisors LLC held 9,528 PG 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 9,528 shares
    Change vs previous 13F -540 shares

    0.24% of the 13F portfolio, value $1,384,297.

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

  2. period ended2026-06-30
    13F 10,068 shares
    Change vs previous 13F +509 shares

    0.27% of the 13F portfolio, value $1,476,422.

    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 9,559 shares
    Change vs previous 13F -212 shares

    0.28% of the 13F portfolio, value $1,380,681.

    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 9,771 shares
    Change vs previous 13F -457 shares

    0.28% of the 13F portfolio, value $1,400,308.

    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 10,228 shares
    Change vs previous 13F -519 shares

    0.31% of the 13F portfolio, value $1,571,469.

    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 10,747 shares
    Change vs previous 13F -316 shares

    0.43% of the 13F portfolio, value $1,831,440.

    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 11,063 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,854,792.

    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).