Skip to content
Disclosery

Regent Peak Wealth Advisors LLC: SCHB position timeline

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

Regent Peak Wealth Advisors LLC held 72,263 SCHB 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 72,263 shares
    Change vs previous 13F -3,437 shares

    0.37% of the 13F portfolio, value $2,118,029.

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

  2. period ended2026-06-30
    13F 75,700 shares
    Change vs previous 13F -1,992 shares

    0.41% of the 13F portfolio, value $2,192,272.

    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 77,692 shares
    Change vs previous 13F +431 shares

    0.4% of the 13F portfolio, value $1,950,069.

    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 77,261 shares
    Change vs previous 13F +2 shares

    0.4% of the 13F portfolio, value $2,026,556.

    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 77,259 shares
    Change vs previous 13F -8,677 shares

    0.4% of the 13F portfolio, value $1,986,329.

    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 85,936 shares
    Change vs previous 13F -2,000 shares

    0.44% of the 13F portfolio, value $1,850,202.

    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 87,936 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,996,147.

    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).