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Disclosery

Regent Peak Wealth Advisors LLC: SDY position timeline

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

Regent Peak Wealth Advisors LLC held 163,302 SDY 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 163,302 shares
    Change vs previous 13F +9,737 shares

    4.14% of the 13F portfolio, value $23,920,548.

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

  2. period ended2026-06-30
    13F 153,565 shares
    Change vs previous 13F +1,418 shares

    4.33% of the 13F portfolio, value $23,369,555.

    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 152,147 shares
    Change vs previous 13F +56,223 shares

    4.53% of the 13F portfolio, value $22,204,306.

    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 95,924 shares
    Change vs previous 13F -2,361 shares

    2.63% of the 13F portfolio, value $13,348,837.

    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 98,285 shares
    Change vs previous 13F +1,098 shares

    2.76% of the 13F portfolio, value $13,764,808.

    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 97,187 shares
    Change vs previous 13F -7,818 shares

    3.11% of the 13F portfolio, value $13,186,396.

    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 105,005 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $13,871,188.

    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).