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Regent Peak Wealth Advisors LLC: SPY position timeline

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

Regent Peak Wealth Advisors LLC held 5,704 SPY 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 5,704 shares
    Change vs previous 13F -339 shares

    0.75% of the 13F portfolio, value $4,350,082.

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

  2. period ended2026-06-30
    13F 6,043 shares
    Change vs previous 13F -2,956 shares

    0.84% of the 13F portfolio, value $4,512,761.

    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 8,999 shares
    Change vs previous 13F -707 shares

    1.19% of the 13F portfolio, value $5,852,410.

    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 9,706 shares
    Change vs previous 13F -3,170 shares

    1.3% of the 13F portfolio, value $6,618,716.

    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 12,876 shares
    Change vs previous 13F -2,688 shares

    1.72% of the 13F portfolio, value $8,577,734.

    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 15,564 shares
    Change vs previous 13F +4,491 shares

    2.06% of the 13F portfolio, value $8,706,346.

    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 11,073 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $6,489,664.

    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).