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Disclosery

Regent Peak Wealth Advisors LLC: SR position timeline

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

Regent Peak Wealth Advisors LLC held 30,113 SR 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 30,113 shares
    Change vs previous 13F -2,888 shares

    0.4% of the 13F portfolio, value $2,291,298.

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

  2. period ended2026-06-30
    13F 33,001 shares
    Change vs previous 13F -5,852 shares

    0.48% of the 13F portfolio, value $2,577,048.

    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 38,853 shares
    Change vs previous 13F -5,119 shares

    0.72% of the 13F portfolio, value $3,517,751.

    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 43,972 shares
    Change vs previous 13F -5,883 shares

    0.72% of the 13F portfolio, value $3,636,484.

    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 49,855 shares
    Change vs previous 13F -40,388 shares

    0.81% of the 13F portfolio, value $4,064,180.

    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 90,243 shares
    Change vs previous 13F -49,482 shares

    1.67% of the 13F portfolio, value $7,061,515.

    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 139,725 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $9,477,547.

    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).