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Disclosery

Regent Peak Wealth Advisors LLC: SHW position timeline

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

Regent Peak Wealth Advisors LLC held 621 SHW 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 621 shares
    Change vs previous 13F +621 shares

    0.03% of the 13F portfolio, value $200,751.

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

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -690 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2026-03-31
    13F 690 shares
    Change vs previous 13F -27 shares

    0.05% of the 13F portfolio, value $221,180.

    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 717 shares
    Change vs previous 13F -33 shares

    0.05% of the 13F portfolio, value $232,330.

    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 750 shares
    Change vs previous 13F +115 shares

    0.05% of the 13F portfolio, value $259,695.

    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 635 shares
    Change vs previous 13F -7 shares

    0.05% of the 13F portfolio, value $221,736.

    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 642 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $218,235.

    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).